Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marshal Ivey is an investment advisor representative with G.A. Repple & Company. Robert has been in the securities industry since 1983. Robert has been registered with G.A. Repple & Company since 2009. Prior to that, Robert was employed with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and PRUDENTIAL SECURITIES INCORPORATED. Robert has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, General Securities Representative Examination, Foreign Currency Options Examination, National Commodity Futures Examination, Securities Industry Essentials Examination, Investment Banking Registered Representative Examination, General Securities Sales Supervisor - General Module Examination and General Securities Sales Supervisor - Options Module Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Third party asset management, services
1
2
FL
10/28/2009 - Present
G. A. Repple & Co. (CASSELBERRY FL)
FL
01/01/2008 - 10/19/2009
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
FL
06/05/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JACKSONVILLE FL)
NY
10/19/1983 - 06/11/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2002
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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