Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wellford is a financial advisor with over 12 years of experience in the industry. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC, and has previously been registered with WELLS FARGO CLEARING SERVICES, LLC. Robert is also a licensed insurance agent. Robert has a wide range of experience and expertise in the financial services industry, and has a proven track record of success. Robert holds the Series 3, 7, 9, 10, 66, and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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
IL
06/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
09/30/2011 - 06/16/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
BOTH
Issued 02/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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