Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Skinner is an Investment Advisor Representative and Registered Representative. Robert Skinner is associated with IEQ Capital, LLC and has been in the industry since 1995. Robert Skinner specializes in providing investment advisory services to high-net-worth individuals, charitable organizations, and businesses. Robert Skinner is also a member of the Advisory Boards for several funds and companies.
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.
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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2
CA
03/25/2020 - Present
IEQ Capital, LLC (FOSTER CITY CA)
CA
04/19/2013 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
08/03/2000 - 05/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
RI
03/26/1999 - 06/23/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
06/02/1998 - 03/11/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
RI
12/07/1995 - 04/30/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 01/23/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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