Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schiff is a financial advisor with over 55 years of experience in the financial services industry. Robert is currently registered with UBS Financial Services Inc. as an Investment Advisor Representative. Previously, Robert was associated with FAHNESTOCK & CO. INC., CIBC WORLD MARKETS CORP., OPPENHEIMER & CO., INC., L. F. ROTHSCHILD & CO. INCORPORATED, BACHE HALSEY STUART SHIELDS INCORPORATED, BACHE HALSEY STUART INC., and BACHE & CO INCORPORATED.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
10/26/2021 - Present
UBS Financial Services Inc. (NANTUCKET MA)
NY
01/03/2003 - 03/04/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
01/29/1988 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
02/27/1967 - 02/05/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
09/16/1977 - 06/24/1979
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
02/28/1967 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1987
Series 4 - Registered Options Principal Examination
BC
Issued 04/29/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 02/27/1967
Series 000 - General Securities Principal Examination
BC
Issued 02/27/1967
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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