Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Scherzer is a registered investment advisor representative with World Investment Advisors, LLC. Robert has over 35 years of experience in the financial services industry, specializing in helping individuals and families with their retirement planning needs. Robert is licensed to sell insurance and has experience in advising on retirement programs for various businesses and charitable organizations.
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.
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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CA
10/29/2021 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
NY
03/24/2014 - 11/03/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/28/1988 - 04/02/2014
PRINCOR FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BC
Issued 11/13/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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