Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wack is a financial advisor with Schwab Wealth Advisory, Inc. located in Chicago, IL. Robert has been a registered representative in the securities industry for over 5 years and has a Series 7, 9, 10, 66, and SIE licenses. Robert is also a Certified Financial Planner. Prior to joining Schwab Wealth Advisory, Inc., Robert worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL. Robert has a Bachelor of Science in Finance from Northern Illinois University.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IL
02/01/2022 - Present
Schwab Wealth Advisory, Inc. (Chicago IL)
IL
08/22/2018 - 12/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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