Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Goger is a registered representative associated with Charles Schwab & CO., Inc. Robert has been in the industry since 2014 and has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Robert has held positions at various financial institutions including JPMorgan Chase Bank NA, JPMorgan Securities LLC, Bridgewater Associates, Abbott Capital, CIT, Seaport Global Securities, Bank of New York Mellon, Bloomberg, Citigroup, and Charles Schwab & Co., Inc.. Robert's current registrations include a Registered Representative (RA) license in CT. Robert is specialized in financial planning, portfolio management for individuals, and asset based fees for wrap programs.
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
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CT
09/18/2024 - Present
Charles Schwab & CO., Inc. (Fairfield CT)
Active
Inactive
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