Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clayton Schmidt is a registered representative with Realized Financial, Inc. Robert has been in the financial services industry since March 18, 2018, and has experience working with individuals. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, SIE and Series 22 licenses. Robert has been registered with the state of Texas since November 5, 2019 and is registered in 31 other states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for other ria and bd
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.
A percentage of the total value of assets under management is charged.
Financial planning fees and reallowances
1
2
TX
11/05/2019 - Present
Realized Financial, Inc. (AUSTIN TX)
TX
03/15/2018 - 10/31/2019
WEALTHFORGE SECURITIES, LLC (Austin TX)
BC
Issued 03/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2018
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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