Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blakeman is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has over 30 years of experience in the financial services industry and is registered to provide investment advisory services in New York. Robert has also been registered in 15 other states and has been a Series 7, Series 6, Series 63 and Series 65 licensed representative for the majority of his career. Robert has provided investment advisory services to individuals, businesses, charitable organizations, insurance companies and pension plans throughout his career.
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.
1
2
NY
06/08/2023 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
10/23/2009 - 06/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)
NY
12/01/1995 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/19/1992 - 01/23/1996
GLEN RAUCH SECURITIES, INC. (NEW YORK NY)
NJ
09/07/1990 - 08/14/1992
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1990
Series 6 - Investment Company Products/Variable Contracts 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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