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 Smith is a financial advisor with Schwab Wealth Advisory, Inc. Robert is registered with FINRA and the state of Florida. Robert has 6 years of experience in the financial services industry. Robert has a Series 7, Series 66, and SIE license. Robert has been registered with Schwab Wealth Advisory, Inc. since July 2021. Robert was previously employed by EDWARD JONES.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
07/26/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
09/28/2016 - 06/29/2021
EDWARD JONES (Ocoee FL)
BOTH
Issued 10/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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