Robert Colin Feller is a registered financial advisor at ZELUS WEALTH MANAGEMENT located in Sayre, Oklahoma.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (3)
Texas (10/9/2020) RESTRICED
SRO REGISTRATIONS (0)
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
ZELUS WEALTH MANAGEMENT (#311028)
10/9/2020 - Current
PREVIOUS EMPLOYERS (2)
AVANTAX ADVISORY SERVICES (#104556)
8/16/2019 - 7/17/2020
AVANTAX INVESTMENT SERVICES, INC. (#13686)
12/4/2018 - 7/17/2020
Oklahoma City, OK
Robert Colin Feller
Experience: 4 years / 3 firms
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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