Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Molnar is a financial advisor with Wells Fargo Clearing Services, LLC, located in Roseville, California. Robert has been in the industry since May 2009. Prior to joining Wells Fargo, Robert was a registered representative at LPL Financial LLC. Robert holds Series 66, Series 7 and SIE licenses. Robert is registered to offer investment advice in Arizona, California, Florida, Hawaii, Illinois, Montana, Nevada, Oregon, Tennessee and Washington. Robert's current employer is Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Wells Fargo Clearing Services, LLC provides investment advisory services including portfolio management for businesses and individuals. Robert has experience working with high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and other investment advisers. Robert also offers investment consulting services to institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/11/2024 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
07/19/2023 - 04/26/2024
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
11/04/2014 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
10/08/2014 - 10/29/2014
MOTIF INVESTING, INC. (RANCHO CORDOVA CA)
CA
05/10/2011 - 01/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN RAFAEL CA)
CA
08/06/2007 - 04/15/2011
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 10/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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