Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Cabeceiras is a financial advisor who has been in the industry since 1994. Robert is currently registered with Charles Schwab & CO., Inc. and has been with the firm since June of 1992. Robert has a Series 63 and a Series 65 license, as well as a Series 7, Series 9, and Series 10 license. Robert also has a Securities Industry Essentials license (SIE). He has been licensed in multiple states, including California, Texas, Arizona, Colorado, Connecticut, District of Columbia, Georgia, Hawaii, Idaho, Louisiana, Maine, Massachusetts, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Rhode Island, South Dakota, Utah, Washington, and Wyoming. Robert is also a Registered Investment Advisor (RIA). Robert specializes in financial planning and portfolio management.
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
1
2
CA
02/05/2021 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
IA
Issued 11/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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