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Robert Vail

Wells Fargo Securities, LLC

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About Robert Vail

Robert Vail is a financial professional with over 2 years of experience in the industry. Robert is currently registered with Wells Fargo Securities, LLC and holds Series 79TO, SIE, and Series 63 licenses. Robert is registered to provide securities-related services in 53 states and territories.

Firm Information

Robert Vail is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Robert Vail’s Registration & Firm History

GA

10/01/2021 - Present

Wells Fargo Securities, LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 11/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Vail.
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