Unclaimed
Robert Brewer is a financial advisor with over 20 years of experience. Robert is currently registered with Avantax Investment Services, Inc. in Middleton, Wisconsin. Robert has a Series 6 and Series 63 license.
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.
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.
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2
WI
10/07/2004 - Present
Avantax Investment Services, Inc. (MIDDLETON WI)
TX
08/28/2000 - 12/31/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 07/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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