Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Schmidt is a financial professional with over 35 years of experience in the industry. Robert is currently registered with &partners, LLC in both New Jersey and Texas. Throughout Robert's career, Robert has worked with a variety of firms including Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lehman Brothers Inc. Robert holds Series 7, 9, 10, 31, 63 and 65 licenses. Robert is a registered investment advisor in New Jersey and Texas, and holds broker-dealer registrations in 28 states. Robert has worked in Nashville since 2016.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NJ
06/07/2024 - Present
&partners (Basking Ridge NJ)
NJ
02/27/2009 - 06/21/2024
WELLS FARGO CLEARING SERVICES, LLC (BEDMINSTER NJ)
NJ
06/16/2000 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NY
01/17/1991 - 06/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/15/1990 - 01/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
05/03/1988 - 06/07/1989
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/21/1987 - 11/30/1987
SHERWOOD CAPITAL, INC.
IA
Issued 06/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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