Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Haug is a financial advisor with Fidelity Personal and Workplace Advisors. Robert has been in the financial services industry since 2005. Robert holds Series 6, 7, 10, 24, 63 and 66 licenses. Robert is registered to provide investment advisory services in Texas, Utah and Massachusetts. Robert has previously worked at U.S. Bancorp Investments, Inc., Fifth Third Securities, Inc., and PNC Investments. Robert specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
1
2
TX
11/17/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
12/04/2018 - 08/10/2021
U.S. BANCORP INVESTMENTS, INC. (GENEVA IL)
IL
07/06/2017 - 11/23/2018
FIFTH THIRD SECURITIES, INC. (WHEATON IL)
IL
06/11/2014 - 05/02/2017
PNC INVESTMENTS (NAPERVILLE IL)
IL
12/22/2011 - 07/30/2012
CITIGROUP GLOBAL MARKETS INC. (NILES IL)
IL
03/02/2005 - 10/11/2011
FIFTH THIRD SECURITIES, INC. (LOMBARD IL)
BOTH
Issued 09/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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