Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sackler is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Robert has been working in the financial services industry since 1999 and has experience with a variety of financial products and services. Robert is registered with FINRA and the state of California. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
11/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEVERLY HILLS CA)
CA
11/29/2012 - 11/18/2022
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
06/01/2009 - 12/10/2012
MORGAN STANLEY (BEVERLY HILLS CA)
CA
10/19/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
05/02/2001 - 10/22/2007
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
12/22/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 02/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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