Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thompson is a financial advisor with Charles Schwab & Co., Inc. Robert has been in the financial industry since August 18, 2008. Robert has been registered with Charles Schwab & Co., Inc. since August 2011. Previously, Robert worked at EDWARD JONES. Robert has Series 7 and Series 66 licenses. Robert is registered in 23 states and the District of Columbia. Robert offers financial planning and selection of other advisors.
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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VA
09/13/2011 - Present
Charles Schwab & CO., Inc. (Charlottesville VA)
VA
08/01/2008 - 08/25/2011
EDWARD JONES (CHARLOTTESVILLE VA)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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