Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert F. Schmocker is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Next Financial Group, Inc. in Wisconsin and Texas. Robert has previously worked for several firms including National Planning Corporation, Walnut Street Securities, Inc. and Financial Network Investment Corporation. Robert is a licensed agent in 13 states, and holds the Series 6, 7, 63, and 65 licenses. Robert provides a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals 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.
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.
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.
Seminar/workshop attendance fees
1
2
WI
10/14/2004 - Present
Next Financial Group, Inc. (MAUSTON WI)
CA
06/02/2003 - 07/08/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
01/23/2001 - 06/05/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
10/09/2000 - 01/22/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 02/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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