Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burch is a financial advisor at Charles Schwab & Co., Inc. Robert has been working in the financial industry since 2004. Robert has passed the Series 66, Series 10, Series 9, SIE, and Series 7 exams. Robert holds registrations in many states for both securities and investment advisory services. Robert is also a Certified Financial Planner. Robert's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. In addition to Robert's work as a financial advisor, Robert also owns Lance Burch Photography. Robert is committed to providing his clients with the highest quality financial advice. Robert's clients include individuals, families, and businesses. Robert specializes in financial planning, portfolio management, and retirement planning. Robert's focus is to help his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/23/2021 - Present
Charles Schwab & CO., Inc. (Denver CO)
CO
08/24/2007 - 12/31/2014
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
09/24/2004 - 08/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENGLEWOOD CO)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/3/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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