Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wojciech Sek is a financial advisor with Wells Fargo Clearing Services, LLC. Robert is a registered representative with over 24 years of experience in the financial services industry. Robert is licensed in 26 states and has a diverse range of experience and qualifications. Robert has passed the Series 7, Series 31, Series 63, and Series 65 exams. Robert holds active registrations in both broker-dealer and investment advisor capacities. Robert has previously worked with CITIGROUP GLOBAL MARKETS INC. and NORI, HENNION, WALSH, INC. Robert is also a Registered Investment Advisor representative for Wells Fargo Advisors LLC.
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
NJ
11/17/2015 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NJ
04/21/1999 - 07/17/2006
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NJ
11/20/1998 - 05/03/1999
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 10/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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