Unclaimed
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.
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
GA
10/01/2021 - Present
Wells Fargo Securities, LLC (ATLANTA GA)
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
Active
Inactive
F
FINRA
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