Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Spierdowis is a financial advisor with Schwab Wealth Advisory, Inc. Robert has been in the industry since 1993 and holds several licenses and certifications. Robert has experience with a variety of financial products and services, including investment management, financial planning and retirement planning. Robert is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
04/06/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
MA
07/10/2012 - 04/03/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
08/15/2011 - 06/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY MA)
FL
02/16/2010 - 07/18/2011
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
MA
10/27/2005 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/05/2004 - 10/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
AL
07/04/2003 - 10/13/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
08/24/1993 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
10/17/1990 - 08/13/1993
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
06/27/1990 - 10/12/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/27/1990 - 10/12/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
11/30/1988 - 04/27/1989
PRUCO SECURITIES CORPORATION
NA
11/30/1988 - 04/27/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 02/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2006
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Spierdowis is the right advisor for you? Invested Better is here to help.
