Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Victor is an investment advisor representative associated with Foster Victor Wealth Advisors. Robert has over 15 years of experience in the financial services industry. Robert is registered to provide investment advice in South Carolina and Texas. Robert's firm, Foster Victor Wealth Advisors, is a registered investment advisor with the SEC and manages over $2 billion in assets for individuals, corporations, and high-net-worth clients. Robert offers a variety of services including financial planning, portfolio management, and investment advice.
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.
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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SC
05/27/2016 - Present
Foster Victor Wealth Advisors (GREENVILLE SC)
SC
07/08/2016 - 08/01/2016
PURSHE KAPLAN STERLING INVESTMENTS (Greenville SC)
SC
03/23/2009 - 06/21/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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