Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Augustson is an investment advisor representative for Charles Schwab & CO., INC. based in Millburn, New Jersey. Robert's firm manages more than $50 billion in assets for over 919,128 clients. Robert is licensed in 16 states. Robert has been in the financial services industry since January 19, 2008. In the past Robert worked for TD AMERITRADE, INC. as well as Capital One Investing, LLC and Meyers Associates, L.P.. Robert holds Series 63, Series 65, Series 7 and Series 24 licenses.
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
1
2
NJ
05/17/2022 - Present
Charles Schwab & CO., Inc. (Millburn NJ)
NJ
07/05/2018 - 07/29/2024
TD AMERITRADE, INC. (Millburn NJ)
NY
03/04/2016 - 06/04/2018
CAPITAL ONE INVESTING, LLC (BROOKLYN NY)
NY
09/02/2015 - 02/17/2016
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
NY
02/22/2010 - 06/25/2015
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
04/28/2008 - 02/20/2009
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
09/28/2006 - 04/30/2008
JOSEPH STEVENS & COMPANY, INC. (NEW YORK NY)
IA
Issued 03/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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