Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steyert is a financial advisor who has been in the industry since 1983. Robert is currently registered with Independent Financial Group, LLC, which is a large firm based in San Diego, California. Robert has over 30 years of experience and specializes in helping individuals, corporations, pension and profit sharing plans and charitable organizations reach their financial goals. Robert is also a licensed insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
10/30/2024 - Present
Independent Financial Group, LLC (Myrtle Beach SC)
AZ
11/16/1998 - 07/12/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
09/10/1998 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
TN
11/16/1995 - 05/14/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NA
12/14/1990 - 11/21/1995
RSR CAPITAL GROUP, INC.
FL
02/02/1990 - 12/12/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
06/22/1983 - 02/14/1990
MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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