Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schott Jr. is a financial advisor who has been in the industry since December 17, 2014. Robert is registered as a broker-dealer in 23 states and as an investment advisor in 2 states. Robert is currently employed at Charles Schwab & Co., Inc. where he is registered as a Registered Representative and Investment Advisor Representative in California and Texas. Robert holds a Series 7, 63 and 66 licenses. Robert specializes in financial planning and offers a wrap fee program and financial planning advisor referral program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/23/2021 - Present
Charles Schwab & CO., Inc. (Hermosa Beach CA)
BOTH
Issued 09/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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