Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Preis Anderson is a financial advisor who has been in the industry since 2000. She currently works with Wells Fargo Advisors Financial Network, LLC. Roberta has a wide range of experience in the financial services industry, having worked with several firms including People's Securities, Inc., Wells Fargo Advisors, LLC, and Wachovia Securities, LLC. Roberta has a Series 7 and Series 63 license, along with the SIE exam. She is also a Certified Financial Planner. She is currently registered in Connecticut, Florida and New York.
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.
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2
CT
03/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
CT
06/28/2013 - 09/08/2022
PEOPLE'S SECURITIES, INC. (COS COB CT)
CT
12/17/2007 - 07/31/2012
WELLS FARGO ADVISORS, LLC (GREENWICH CT)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/25/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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