Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Quick is a financial advisor with over 14 years of experience in the industry. Robert is currently registered with Raymond James & Associates, Inc. in Winston-Salem, NC and is licensed to provide investment advice in multiple states. Robert has previously held positions with Deutsche Bank Securities Inc. in Winston-Salem, NC and Morgan Stanley in Asheville, NC. Robert holds several industry licenses, including Series 66, 24, 9, 10 and 7.
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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NC
10/05/2023 - Present
Raymond James & Associates, Inc. (Winston-Salem NC)
NC
03/27/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)
NC
06/01/2009 - 04/07/2015
MORGAN STANLEY (ASHEVILLE NC)
NC
11/18/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ASHEVILLE NC)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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