Robert J. Letwins
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 Joseph Letwins, who also goes by Robert Letwins, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2008. Robert had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 24, 2011 - July 21, 2023
PENSION FUND EVALUATIONS, INC.
August 6, 2008 - April 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
July 3, 2008 - April 20, 2011
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
PENSION FUND EVALUATIONS, INC.
CRD#: 10985 / SEC#: 801-15614, 8-25520
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
PENSION FUND EVALUATIONS, INC.
CRD#: 10985 / SEC#: 801-15614, 8-25520
Contact information
Disclosures
| Regulatory Event | 6 |
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.
