Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burns is a financial advisor with over 30 years of experience in the industry. Robert has worked with Charles Schwab & Co., Inc. since 2000, previously holding positions with U.S. Bancorp Investments, Inc., U.S. Bancorp Securities, BA Investment Services, Inc. and Seafirst Investment Services, Inc. Robert holds both Series 66 and Series 7 licenses and has obtained licenses for Arizona, California, and Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/14/2013 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
08/24/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
09/03/1997 - 07/28/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
06/23/1997 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
CA
05/14/1996 - 11/29/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
05/05/1995 - 05/07/1996
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
RI
04/07/1989 - 04/19/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
WA
05/21/1987 - 03/28/1989
FREEMAN WELWOOD & CO., INC. (SEATTLE WA)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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