Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Melvin Massey is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Robert Massey is registered with the state of North Carolina and Texas. Robert Massey has been in the securities industry for 20 years. Prior to joining Fidelity Personal And Workplace Advisors, Robert Massey was a financial advisor at VALIC Financial Advisors, INC. Robert Massey has a series 6, 7, 63, 65, and 66 license.
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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2
NC
02/24/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
05/19/2016 - 01/27/2022
VALIC FINANCIAL ADVISORS, INC. (DURHAM NC)
NC
05/14/2008 - 03/09/2009
BB&T INVESTMENT SERVICES, INC. (CARY NC)
VA
03/23/2005 - 07/09/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
02/02/2000 - 02/25/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
11/03/1999 - 02/01/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
VA
07/29/1998 - 11/02/1999
MENTOR SERVICES COMPANY, LLC (RICHMOND VA)
NC
04/05/1994 - 02/17/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BOTH
Issued 06/02/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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