Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schobel is a financial advisor registered with LPL Financial LLC in Bastrop, TX. Robert has been in the financial services industry since 2010 and has experience in a variety of areas, including investment advisory services, insurance, and real estate. Robert has a strong commitment to providing his clients with personalized financial advice and guidance. Robert is committed to helping his clients achieve their financial goals.
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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2
TX
12/17/2021 - Present
LPL Financial LLC (BASTROP TX)
TX
10/19/2017 - 12/17/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BASTROP TX)
TX
03/01/2010 - 10/18/2017
NATIONAL PLANNING CORPORATION (BASTROP TX)
TX
02/05/2010 - 02/18/2010
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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