Robert F. Wilkinson
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 Fritz Wilkinson, who also goes by Rob Wilkinson Jr, Robert Fritz Jr Wilkinson, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1991. Robert had worked at 11 firms and has passed the Series 65, Series 63, Series 7 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
January 6, 2010 - October 1, 2013
FORESTERS EQUITY SERVICES, INC.
January 3, 2007 - December 31, 2009
FORTUNE FINANCIAL SERVICES, INC.
November 6, 2002 - December 31, 2006
CINCINNATI ANALYSTS, INC.
January 4, 2002 - November 1, 2002
WALNUT STREET SECURITIES, INC.
December 16, 2001 - December 31, 2001
PAN-AMERICAN FINANCIAL ADVISERS
October 28, 1997 - December 16, 2001
AMERICAN CAPITAL CORPORATION
April 25, 1996 - October 2, 1997
FIRST UNION BROKERAGE SERVICES, INC.
March 9, 1995 - April 18, 1996
ALLSTATE FINANCIAL SERVICES, LLC
February 18, 1994 - October 7, 1994
CUNA BROKERAGE SERVICES, INC.
June 10, 1991 - March 26, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
June 10, 1991 - March 26, 1993
PRUCO SECURITIES, LLC.
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
FORESTERS EQUITY SERVICES, INC.
CRD#: 18464 / SEC#: 801-77880, 8-36703
Contact information
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE INDEPENDENT ORDER OF FORESTERS ("IOF") | OWNER | |
| GERB, JASON HARRIS | CHIEF COMPLIANCE OFFICER | 3021815 |
| GIL, JUDITH ELAINE | VICE PRESIDENT COMPLIANCE | 2707895 |
| MALECHUK, LAURA ANN | FINANCIAL OPERATIONS PRINCIPAL | 1105982 |
| MCDONOUGH, MARK E | VP OPERATIONS | 4254608 |
| REABURN, PAUL DOUGLAS | DIRECTOR | 4125521 |
| SMITH, FRANK LEO | PRESIDENT | 2080590 |
| SMITH, FRANK LEO | DIRECTOR | 2080590 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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