Robert Waite Email & Phone Number
Certified Financial Planner @ AssetWise Financial Group
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Robert Waite Location
- Charlotte, NC, US
Robert Waite Work
- Certified Financial Planner @ (January 2024 - Present)
- Financial Advisor @ (June 2015 - January 2024)
- Financial Advisor @ (May 2007 - June 2015)
- Senior FSR @ (January 2006 - January 2007)
Robert Waite Education
- University of North Carolina at Charlotte
Economics (Business)
2002-2005 - Myers Park High School 1997-2000
Robert Waite Skills
- CRPC
- Investments
- Mutual Funds
- Retirement Planning
- Series 10
- Series 66
- Series 7
- Series 9
- Strategic Financial Planning
- Wealth Management
Robert Waite Summary
- Robert Waite, based in Charlotte, NC, US, is currently a Certified Financial Planner at AssetWise Financial Group. Robert Waite brings experience from previous roles at Raymond James, Wells Fargo Advisors, LLC and E*TRADE Financial. Robert Waite holds a 2002 - 2005 Economics in Business @ University of North Carolina at Charlotte. With a robust skill set that includes CRPC, Investments, Mutual Funds, Retirement Planning, Series 10 and more. Robert Waite has 1 emails and 1 mobile phone numbers on RocketReach.
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