Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jenvey is a financial advisor registered with Wells Fargo Clearing Services, LLC, located in Midlothian, VA. Robert has been in the industry since 1988 and is actively licensed in Virginia. His previous employers include RBC Capital Markets, LLC, Cantor Fitzgerald & Co., and Raymond James & Associates, Inc., among others. Robert has a diverse background in the financial services industry with experience across different firms and specializing in several financial areas.
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.
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2
VA
03/03/2021 - Present
Wells Fargo Clearing Services, LLC (MIDLOTHIAN VA)
VA
11/01/2018 - 08/15/2019
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
VA
01/05/2017 - 09/07/2018
CANTOR FITZGERALD & CO. (RICHMOND VA)
VA
10/01/2014 - 08/18/2016
WELLS FARGO SECURITIES, LLC (RICHMOND VA)
VA
10/04/2012 - 10/21/2014
RAYMOND JAMES & ASSOCIATES, INC. (RICHMOND VA)
VA
07/02/2001 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)
NY
01/13/2001 - 05/01/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
09/05/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
MO
10/01/1999 - 08/18/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/02/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
12/02/1997 - 02/02/1998
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
02/13/1996 - 12/02/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
NY
01/01/1992 - 01/25/1996
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
08/15/1987 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
NA
03/20/1986 - 07/30/1987
MML INVESTORS SERVICES, INC.
BOTH
Issued 03/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/1992
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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