Unclaimed
Robert Zickus is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been in the industry since June 16, 2005 and has been registered with Wells Fargo Clearing Services, LLC since October 9, 2008. Robert previously worked at EDWARD JONES, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and CENTURY SECURITIES ASSOCIATES, INC. Robert is licensed to provide investment advice in Missouri. Robert holds the following licenses: Series 4, 7, 9, 10, 24, 66, and SIE.
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
MO
10/09/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/19/2008 - 10/06/2008
EDWARD JONES (ST LOUIS MO)
MO
06/08/2005 - 03/11/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
06/15/2005 - 09/06/2006
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
BOTH
Issued 08/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2009
Series 4 - Registered Options Principal Examination
BC
Issued 05/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
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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