Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Todd Weiland is a financial advisor with over 30 years of experience in the industry. Robert Todd Weiland is currently registered with RBC Capital Markets, LLC and has been with the firm since 2008. Prior to that, Robert Todd Weiland was a registered representative with Wachovia Securities, LLC, PaineWebber Incorporated, J.C. Bradford & Co., and other firms. Robert Todd Weiland holds licenses in several states, including Georgia, Florida, Texas, North Carolina, and the Virgin Islands. Robert Todd Weiland specializes in providing financial planning, investment management, and portfolio management services to individuals, corporations, charitable organizations, insurance companies, pooled investment vehicles, and other client types.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
GA
12/18/2015 - Present
RBC Capital Markets, LLC (Atlanta GA)
MO
06/15/2002 - 05/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/04/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
08/14/2000 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/21/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
CO
06/29/1994 - 06/17/1999
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NA
05/21/1990 - 07/06/1994
F.N. WOLF & CO., INC.
NC
02/15/1990 - 05/31/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
08/15/1989 - 02/23/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
05/16/1988 - 08/16/1989
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
NA
08/21/1986 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1997
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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