Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Campbell is a financial advisor who is licensed to provide investment advice in all 50 states. Robert has worked in the securities industry since 2017. Robert is currently employed at Charles Schwab & Co., Inc. in Omaha, NE. Prior to joining Charles Schwab & Co., Inc., Robert was registered with TD Ameritrade, Inc. in Omaha, NE. Robert holds Series 7, Series 3, Series 34, and Series 63 licenses.
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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2
NE
05/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
06/23/2017 - 05/10/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 07/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 08/21/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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