Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stanley Welsby is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida. Robert has over 20 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 63, 65, 24, 31, and SIE. Robert specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and other institutions. He is also a business owner of 5th Dimension Dance Center, LLC.
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
FL
03/04/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/28/2020 - 03/08/2021
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
09/27/2016 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
NJ
10/21/1999 - 11/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MD
09/28/1995 - 10/01/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 01/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
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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