Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Schneider is a financial advisor in Milwaukee, Wisconsin. Robert is a Certified Financial Planner and has been in the financial services industry for over 20 years. Robert is currently a Senior Vice President Director of Financial Planning and Wealth Advisor at Johnson Wealth Inc. in Milwaukee, Wisconsin. Previously, Robert has been with firms such as Cleary Gull Inc. and J.P. Morgan Securities LLC. Robert holds both Series 7 and Series 66 licenses, as well as the SIE exam. Robert specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert has worked with clients including individuals, corporations, charitable organizations, and high-net-worth individuals.
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.
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.
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WI
04/06/2016 - Present
Johnson Wealth Inc. (MILWAUKEE WI)
WI
04/06/2016 - 06/02/2016
CLEARY GULL INC. (MILWAUKEE WI)
WI
01/29/2015 - 04/18/2016
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
WI
03/28/2011 - 01/27/2015
CLEARY GULL INC. (MILWAUKEE WI)
WI
10/20/2006 - 02/24/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/27/2003 - 08/26/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
BOTH
Issued 12/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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