Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mein is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been in the industry since 2002 and holds the Series 63, Series 66, Series 7 and SIE licenses. Robert has worked with several companies over the years including Edward Jones, USAA Investment Management Company, and Charles Schwab & Co. Robert is registered in 53 states and is currently working in the Woodland, California office of Fidelity Personal And Workplace Advisors. Robert specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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CA
03/23/2024 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND CA)
CA
03/20/2023 - 08/11/2023
MORGAN STANLEY (ROSEVILLE CA)
CA
08/03/2017 - 08/11/2023
E*TRADE SECURITIES LLC (ROSEVILLE CA)
CA
09/09/2014 - 12/01/2015
LPL FINANCIAL LLC (WOODLAND CA)
AZ
04/03/2006 - 08/04/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IL
08/26/2005 - 11/10/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
01/05/2004 - 05/24/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MO
06/22/2001 - 09/18/2003
EDWARD JONES (ST. LOUIS MO)
MO
10/15/1998 - 06/25/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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