Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steinmetz is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has previously worked with PNC Investments, BBVA Securities Inc., Wells Fargo Clearing Services, LLC, BANC of America Investment Services, Inc., UBS PaineWebber Inc., and The Lincoln National Life Insurance Company. Robert holds Series 66, SIE, and Series 7 licenses and has a strong background in financial planning, portfolio management, and pension consulting. Robert's expertise can help clients with their financial goals, whether it's saving for retirement, investing for the future, or planning for college.
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.
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FL
10/11/2023 - Present
LPL Financial LLC (SANTA ROSA BEACH FL)
FL
09/21/2021 - 10/10/2023
PNC INVESTMENTS (PENSACOLA FL)
FL
12/10/2020 - 08/23/2021
BBVA SECURITIES INC. (DESTIN FL)
FL
08/22/2008 - 11/19/2020
WELLS FARGO CLEARING SERVICES, LLC (PENSACOLA FL)
GA
09/26/2002 - 08/25/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALPHARETTA GA)
NJ
01/29/2001 - 10/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IN
08/17/2000 - 01/11/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/17/2000 - 01/11/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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