Unclaimed
Robert Budny jr. is a financial advisor with Fidelity Personal And Workplace Advisors. Robert Budny jr. has been in the financial industry since March 18, 2012. Robert Budny jr. has been registered with Fidelity Personal And Workplace Advisors since July 2021. Robert Budny jr. is a Certified Financial Planner. Robert Budny jr. is registered in 53 states, including Ohio and Texas. Robert Budny jr. has been registered with Wells Fargo Clearing Services, LLC since October 22, 2019 and with Fidelity Brokerage Services LLC since January 12, 2012. Robert Budny jr. has worked for Fidelity Investments since September 2011. Robert Budny jr. has also worked for Fidelity Personal And Workplace Advisors since July 2018 and for Wells Fargo Clearing Services LLC since October 2019.
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
OH
08/02/2021 - Present
Fidelity Personal AND Workplace Advisors (WOODMERE VILLAGE OH)
OH
10/22/2019 - 07/08/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)
OH
01/12/2012 - 08/20/2019
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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