Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilson is a financial advisor with over 23 years of experience in the industry. Robert is registered with Wells Fargo Advisors Financial Network, LLC and has been with Wells Fargo Advisors for over 12 years. Robert has a wide range of experience, including working with insurance companies, charitable organizations, high-net-worth individuals, corporations, and pension and profit-sharing plans. Robert is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses, along with the SIE certification. Robert is committed to providing his clients with personalized financial advice and guidance.
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
OR
03/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE OSWEGO OR)
OR
01/03/2011 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE OSWEGO OR)
OR
12/18/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NY
07/26/2000 - 11/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
OR
11/01/1999 - 07/12/2000
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
IA
Issued 05/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Wilson is the right advisor for you? Invested Better is here to help.
