Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vines is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Fidelity Institutional Wealth Adviser LLC and has previously held positions at several other firms including Portfolio Brokerage Services, Inc., Quasar Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., Columbia Management Distributors, Inc., and Fidelity Brokerage Services LLC. Robert is also a Registered Representative and Investment Advisor Representative and holds the Series 66, Series 63, Series 7, Series 24, and SIE licenses. Robert provides advisory services to individuals, corporations, and businesses in a variety of areas including portfolio management, financial planning, and educational seminars.
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.
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.
Overlay portfolio management; non-discretionary investment advice
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
MA
02/13/2020 - Present
Fidelity Institutional Wealth Adviser LLC (BOSTON MA)
IL
05/14/2012 - 10/18/2019
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
ME
07/19/2011 - 12/09/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
10/23/2009 - 10/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
12/15/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
04/28/2008 - 12/31/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
11/12/1996 - 08/18/2006
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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