Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Fort is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with Schwab Wealth Advisory, Inc. and is licensed to provide investment advice in Texas. Robert has previously worked at TD Ameritrade, Inc., TSC Distributors, LLC, Pruco Securities, LLC., Hartford Equity Sales Company Inc., Matrix Capital Group, Inc., Van Kampen Funds Inc., Morgan Stanley DW Inc., Rauscher Pierce Refsnes, Inc., Fidelity Brokerage Services, Inc., and Bear, Stearns & Co. Inc.. Robert holds the Series 7, 9, 10, 63, 65, and 66 licenses. Robert is also a Certified Financial Planner and a Chartered Financial Consultant. Robert's primary focus is on financial planning, portfolio management for businesses and individuals. Robert also provides advisory services for insurance companies, charitable organizations, high net worth individuals, and other investment advisors.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
05/17/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
04/04/2022 - 06/23/2022
TD AMERITRADE, INC. (Southlake TX)
TX
03/31/2016 - 12/31/2017
TD AMERITRADE, INC. (FORT WORTH TX)
MA
09/10/2014 - 12/18/2015
TSC DISTRIBUTORS, LLC (BOSTON MA)
TX
01/03/2013 - 06/26/2014
PRUCO SECURITIES, LLC. (IRVING TX)
TX
01/18/2012 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (IRVING TX)
NY
01/26/2010 - 03/02/2010
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
TX
06/26/2006 - 03/10/2008
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
02/18/2004 - 07/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/24/1999 - 07/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
05/08/1996 - 11/05/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
RI
03/21/1995 - 05/10/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
07/20/1994 - 12/22/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/04/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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