Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Venable is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with more than $1 billion in assets under management. Robert has been in the financial industry since 2000. Robert is registered in Texas as both a broker-dealer and an investment advisor representative. Robert is also a Series 7, Series 9, Series 10, Series 63, Series 66, and SIE licensed professional. Robert's expertise is in financial planning, portfolio management, educational seminars, and selection of other advisors. Robert's experience makes him a qualified professional to help you with your financial planning needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
03/24/2000 - 12/18/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 02/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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