Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jay Schmidt is a financial advisor with Osaic Wealth, Inc. Robert is based in Windsor, Colorado. Robert has been in the financial services industry since October 2, 1982. Robert has also been a Registered Representative of Securities America, Inc., Mutual of Omaha Investor Services, Inc., and Park Avenue Securities LLC.
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.
1
2
CO
06/14/2024 - Present
Osaic Wealth, Inc. (WINDSOR CO)
CO
03/29/2018 - 06/14/2024
SECURITIES AMERICA, INC. (WINDSOR CO)
CO
09/12/2014 - 02/22/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)
CO
02/05/2007 - 08/26/2014
PARK AVENUE SECURITIES LLC (FORT COLLINS CO)
CO
07/28/1982 - 01/18/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GREELEY CO)
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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