Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Campbell is a financial advisor who has been active in the industry since December 1997. Robert is currently registered with Raymond James & Associates, Inc. and is licensed in several states. Prior to his current role, Robert was a financial advisor with Wells Fargo Advisors, LLC. Robert also has several industry certifications including Series 7, Series 9, Series 10, Series 31, and Series 63. Robert's expertise includes financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for both businesses and 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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
10/09/2015 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
01/03/2011 - 10/01/2015
WELLS FARGO ADVISORS, LLC (DENVER CO)
CO
12/17/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
NY
10/12/1998 - 12/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/19/1997 - 09/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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