Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gehlen is a financial advisor at Wells Fargo Clearing Services, LLC, in San Francisco, CA. Robert has been in the financial industry since 1993. He previously worked for First Republic Securities Company, LLC, UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, ING BARING FURMAN SELZ LLC, and Smith Barney Inc. Robert is registered with the state of California and Texas. He is a Certified Financial Planner (CFP).
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.
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2
CA
05/02/2023 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
06/23/2017 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
05/26/2006 - 07/14/2017
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
NY
01/13/2001 - 06/02/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
03/05/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
02/10/1999 - 03/09/1999
ING BARING FURMAN SELZ LLC (NEW YORK NY)
NY
07/31/1993 - 07/29/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
05/20/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1992
Series 7 - General Securities 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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