Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peyton Dick has been in the securities industry since 1992. Robert is currently a Registered Representative at Fidelity Personal And Workplace Advisors. Robert is licensed to provide advisory services in Georgia and Texas. Robert has passed the following exams: Series 63, Series 66, Series 7, Series 8, Series 9, Series 10 and the SIE. Robert has been registered with Fidelity Brokerage Services, Inc. since 1993. Robert has been registered with Fidelity Personal And Workplace Advisors since 2018. Robert is licensed to provide financial planning, portfolio management for individuals and businesses, and educational seminars.
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
GA
12/02/2019 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
NY
03/10/1993 - 08/03/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/01/1992 - 07/16/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
CO
02/05/1992 - 06/03/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Dick is the right advisor for you? Invested Better is here to help.
