Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weis is a financial advisor with over 30 years of experience in the industry. Robert currently works with &Partners and is registered in 38 states and is a Certified Financial Planner. Robert has a broad range of experience working with individual investors, businesses, trusts, and estates, providing financial planning, portfolio management, and other services. Robert previously worked for Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
IL
09/13/2024 - Present
&partners (Lake Bluff IL)
IL
12/21/1993 - 02/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE FOREST IL)
IA
Issued 01/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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