Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Preston Cammack is an active investment advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Robert is also a Certified Financial Planner. Robert has been registered with the Securities and Exchange Commission (SEC) since 1999 and has held licenses in several states. Previous experience includes positions with UBS Financial Services Inc. and AXA Advisors, LLC.
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
TX
07/07/2016 - Present
Wells Fargo Clearing Services, LLC (LONGVIEW TX)
NJ
10/27/1999 - 11/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/20/1980 - 10/22/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/01/1980 - 10/22/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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