Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Atkinson is a financial advisor with over 9 years of experience in the financial services industry. Robert holds a Series 6, 7, and 63 licenses and is currently registered with Vanguard Marketing Corp.. Robert has a history of working with Waddell & Reed, Inc. Robert is licensed in Pennsylvania.
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.
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.
1
2
PA
03/26/2014 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
02/21/2013 - 03/18/2013
WADDELL & REED, INC. (WYOMISSING PA)
BC
Issued 03/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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