Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Schneider is a financial advisor with over 25 years of experience in the industry. He is currently registered with Beaumont Financial Partners and has a long history of working with clients in Texas, including previous roles with Fidelity Brokerage Services LLC and BSC Securities L.C. Robert David Schneider has experience in providing financial planning services, portfolio management, and insurance solutions. He is a Certified Financial Planner and has a strong understanding of the financial needs of individuals, businesses, and charitable organizations.
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.
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.
Credit and cash management solutions; and insurance solutions
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.
A percentage of the total value of assets under management is charged.
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MA
11/17/2022 - Present
Beaumont Financial Partners (NEEDHAM MA)
TX
10/24/1995 - 02/07/2013
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
04/27/1995 - 10/26/1995
BSC SECURITIES L.C. (LONGVIEW TX)
TX
03/10/1995 - 03/24/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/17/1992 - 12/01/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/19/1988 - 07/05/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 11/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
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