Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Steiner is a financial professional with over 30 years of experience in the securities industry. Robert is currently registered with GWN Securities Inc., where Robert has been employed since January 4, 2010. Prior to joining GWN Securities Inc., Robert worked at MEDALLION INVESTMENT SERVICES, INC. from January 4, 1999 to December 31, 2009. Before that, Robert was employed at SECURITIES SERVICE NETWORK, INC. from September 18, 1997 to December 31, 1998 and TERRA SECURITIES CORPORATION from January 21, 1993 to September 19, 1997. Robert holds multiple licenses and certifications, including Series 6, 7, 24, 51, 63 and 65. Robert has a strong track record of providing personalized financial advice and investment management services to individuals, high-net-worth clients, and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
IL
01/04/2010 - Present
GWN Securities Inc. (TAYLORVILLE IL)
IL
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (TAYLORVILLE IL)
TN
09/18/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IL
01/21/1993 - 09/19/1997
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 03/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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