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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephen Cornwell is an investment advisor representative with Osaic Institutions, Inc. Robert Stephen Cornwell has been in the industry since July 1995 and is currently registered with the state of Virginia and Texas. Previously, Robert Stephen Cornwell has worked with WELLS FARGO ADVISORS, LLC; MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED; BANC OF AMERICA INVESTMENT SERVICES, INC.; WACHOVIA SECURITIES, LLC; MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED; and OLDE DISCOUNT CORPORATION. Robert Stephen Cornwell holds the following licenses: Series 7, Series 52, Series 63, and Series 65. Robert Stephen Cornwell specializes in retirement planning, mutual funds, variable annuities, fixed annuities, and life insurance. Robert Stephen Cornwell is also a Board Member and League Director for Tuckanoe Little League. Robert Stephen Cornwell also provides investment advice to clients of Chesapeake Investment Group.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
A percentage of the total value of assets under management is charged.
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2
VA
06/03/2015 - Present
Osaic Institutions, Inc. (Richmond VA)
VA
03/18/2011 - 05/27/2015
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
VA
10/23/2009 - 03/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
07/18/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
11/14/2001 - 07/22/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NY
03/06/1998 - 11/13/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
07/07/1995 - 03/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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