Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Revet is a financial professional with over 12 years of experience in the industry. Robert is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC. Robert has previously been registered with Morgan Stanley and Citigroup Global Markets Inc. Robert specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Robert has a strong track record of success in the financial services industry.
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
CA
11/20/2019 - Present
Wells Fargo Clearing Services, LLC (NEWPORT BEACH CA)
CA
06/01/2009 - 11/20/2019
MORGAN STANLEY (NEWPORT BEACH CA)
CA
02/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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