Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lewandowski is a financial professional with over 25 years of experience in the industry. Robert is currently registered with Charles Schwab & CO., Inc., and has been with the firm since 1998. Robert is also registered with the state of Illinois as an Investment Advisor Representative. In addition to his current role, Robert has held previous positions at FIRST CHICAGO NBD INVESTMENT SERVICES, INC., MULTI-BANK SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Robert has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, General Securities Sales Supervisor - General Module Examination, General Securities Sales Supervisor - Options Module Examination, General Securities Representative Examination, and Investment Company Products/Variable Contracts Representative Examination. Robert Lewandowski is dedicated to providing clients with personalized financial advice and guidance.
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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2
IL
01/30/2006 - Present
Charles Schwab & CO., Inc. (AURORA IL)
IL
08/21/1997 - 08/19/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
MI
09/24/1993 - 07/23/1996
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
MA
06/11/1990 - 08/22/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/11/1990 - 08/22/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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