Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Powell is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has over 7 years of experience in the financial services industry. Robert is registered with the state of New Jersey as an investment advisor representative and a broker-dealer. Robert's expertise includes financial planning, portfolio management for businesses and individuals, and selection of other advisors. Robert holds Series 6, 7TO, 63, and 65 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/24/2022 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
PA
08/25/2020 - 04/08/2022
J.P. MORGAN SECURITIES LLC (Wayne PA)
NJ
07/11/2016 - 07/29/2020
AMERIPRISE FINANCIAL SERVICES, LLC (VOORHEES NJ)
NJ
11/06/2015 - 07/06/2016
WELLS FARGO ADVISORS, LLC (WENONAH NJ)
PA
12/04/2014 - 07/09/2015
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
IA
Issued 07/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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