Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilkinson is a financial advisor with over 25 years of experience in the industry. He is a registered representative with Western International Securities, Inc., and has held various positions in the financial services industry, including roles at Securities America, Inc., Eplanning Securities, Inc., and Ameritas Investment Corp. Robert specializes in providing financial planning services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth clients. He also offers portfolio management services and is a Board Member of the Oakland Police and Fire Retirement System (PFRS) and the Northern California Small Business Financial Development Corporation.
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.
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
CA
10/21/2021 - Present
Western International Securities, Inc. (Oakland CA)
CA
12/23/2013 - 02/11/2014
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
03/11/2011 - 12/13/2013
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
01/08/2009 - 02/15/2011
SECURITIES AMERICA, INC. (OAKLAND CA)
CA
11/21/2005 - 12/31/2008
EPLANNING SECURITIES, INC. (OAKLAND CA)
CA
10/31/2003 - 12/16/2005
AMERITAS INVESTMENT CORP. (OAKLAND CA)
MD
01/10/1996 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 12/24/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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