Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taylor Williams is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been in the financial services industry since May 2002. Robert has a Series 66, 7, 10, 9 and 24 license. Robert is registered in 54 states, including California and Texas. Robert specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. Robert is also an investment advisor representative.
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.
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
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
CA
05/29/2002 - 04/17/2018
WADDELL & REED (CAMPBELL CA)
BOTH
Issued 06/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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