Robert S. Vandevrede
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Steven Vandevrede was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 10 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 10, 2013 - September 23, 2013
NEPSIS ADVISOR SERVICES, INC.
May 16, 2012 - December 31, 2012
PLAN ADVISORY , LLC
July 15, 2009 - June 11, 2010
DEFINEBENEFITS, INC.
June 18, 2007 - July 2, 2009
ELY PRUDENT PORTFOLIOS, LLC
July 7, 2006 - May 30, 2007
JE WILSON ADVISORS, LLC
September 8, 2004 - May 24, 2007
PRUDENT INVESTOR ADVISORS, LLC
December 14, 1995 - December 31, 1996
WOODBURY FINANCIAL SERVICES, INC.
April 15, 1993 - May 15, 1996
NATIONWIDE SECURITIES, LLC
March 19, 1993 - December 31, 1993
INVESTORS BROKERAGE SERVICES, INC.
May 7, 1987 - June 2, 1992
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NEPSIS ADVISOR SERVICES, INC.
CRD#: 162340 / SEC#: 801-74765
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
