Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schlager is a financial advisor with J. W. Cole Advisors, Inc. Robert has been in the financial industry since 1982. Robert has a wide range of experience in the financial industry, having worked for several firms in different roles. Robert is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and holds several industry licenses and certifications. Robert is a member of the Financial Industry Regulatory Authority (FINRA) and the Certified Financial Planner Board of Standards. Robert is also a Chartered Financial Consultant (ChFC). Robert has a strong commitment to providing clients with personalized financial planning services.
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.
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.
Hourly & fixed rate consulting
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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2
FL
09/17/2010 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
08/11/2006 - 09/29/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT MYERS FL)
FL
02/10/2000 - 09/07/2006
PRIME CAPITAL SERVICES, INC. (FT. MYERS FL)
NY
07/29/1997 - 02/14/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/21/1990 - 08/04/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/15/1989 - 07/25/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
04/15/1989 - 07/25/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
08/23/1982 - 04/11/1989
EQUICO SECURITIES, INC.
NA
08/23/1982 - 04/11/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 01/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/11/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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