Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ingles is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been in the financial industry since 2008. Robert is a licensed Series 7, Series 10, Series 9, and Series 63 advisor, and has previously worked for Wells Fargo Investments, LLC and Fidelity Brokerage Services LLC. Robert's current registration is with the state of Utah. Robert offers a variety of financial services, including financial planning, portfolio management, and investment consulting.
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
MO
10/20/2020 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
09/05/2019 - 04/02/2020
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
01/03/2011 - 09/12/2017
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
06/01/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
09/26/2005 - 05/25/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
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
Not sure Robert Ingles is the right advisor for you? Invested Better is here to help.
