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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Schmitt is a financial advisor and Investment Advisor Representative at Verdence Capital Advisors, LLC in HUNT VALLEY, MD. Robert has over 20 years of experience in the financial services industry. Prior to joining Verdence Capital Advisors, LLC, Robert was a financial advisor at Triad Advisors, Inc. Robert holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Robert specializes in providing financial planning, portfolio management, and investment consulting services to individuals, 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.
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.
Consulting
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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MD
08/10/2021 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
MD
11/16/2009 - 10/18/2017
TRIAD ADVISORS, INC. (SPARKS MD)
MD
04/29/2009 - 11/16/2009
1ST GLOBAL CAPITAL CORP. (SPARKS MD)
MD
03/02/2006 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
MD
05/18/2005 - 12/21/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MD
06/30/1997 - 05/06/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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