Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Null is a financial professional with over 26 years of experience in the financial services industry. Robert has been registered with Wells Fargo Clearing Services, LLC since November 2016 and previously worked for First Union Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Smith Barney Inc. Robert has Series 3, 7, 63 and 65 licenses and holds the SIE designation. Robert is a licensed Investment Advisor Representative in Pennsylvania and Texas and has a strong track record of success in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
1
2
PA
06/17/2019 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
NC
08/29/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/16/1998 - 09/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/25/1996 - 02/09/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 3 - National Commodity Futures Examination
BC
Issued 07/24/1996
Series 7 - General Securities 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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