Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schubert is an investment advisor representative with LPL Financial LLC. Robert has been in the financial services industry for 20 years. Robert is registered with the state of Pennsylvania and is a Series 66, Series 7, and SIE licensed representative. Robert has previously worked at Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. Robert specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/05/2019 - Present
LPL Financial LLC (BETHLEHEM PA)
PA
01/03/2014 - 03/08/2019
WOODBURY FINANCIAL SERVICES, INC. (EASTON PA)
PA
06/27/2013 - 12/20/2013
WOODBURY FINANCIAL SERVICES, INC. (BETHLEHAM PA)
PA
11/29/2006 - 06/25/2013
ROYAL ALLIANCE ASSOCIATES, INC. (EASTON PA)
PA
09/19/2003 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (EASTON PA)
BOTH
Issued 11/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Schubert is the right advisor for you? Invested Better is here to help.
