Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lemon is a licensed and registered securities professional with over 30 years of experience in the financial services industry. Robert is currently affiliated with Wedbush Securities Inc. where Robert provides financial planning and investment advice services. Robert specializes in securities, mutual funds, variable annuities, fixed insurance, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
07/06/2007 - Present
Wedbush Securities Inc. (SALT LAKE CITY UT)
UT
04/19/2004 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (SALT LAKE CITY UT)
CA
06/26/1996 - 04/21/2004
FIRST SECURITIES USA, INC. (IRVINE CA)
CA
07/13/1993 - 06/26/1996
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
NA
10/21/1991 - 07/20/1993
AMR SECURITIES, INC.
NA
04/06/1989 - 07/15/1991
SAN MARINO SECURITIES, INC.
NA
08/25/1988 - 04/15/1989
THE STUART-JAMES COMPANY, INCORPORATED
BC
Issued 08/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
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
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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
Not sure Robert Lemon is the right advisor for you? Invested Better is here to help.
