Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Steger is an investment advisor representative for Emerson Equity LLC. Robert has been in the industry since 1992 and has experience with both individual and institutional clients. His experience encompasses a broad range of investment strategies, including portfolio management, financial planning, and insurance. He is also knowledgeable about educational seminars and selection of other advisors. Robert holds a Series 63 and Series 65 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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
08/26/2020 - Present
Emerson Equity LLC (SAN MATEO CA)
VA
06/23/2010 - 08/29/2018
FOLIO INVESTMENTS, INC. (MCLEAN VA)
NY
08/22/2006 - 05/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
12/17/2004 - 04/03/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
05/14/2001 - 12/17/2004
CORRESPONDENT SERVICES CORPORATION (NEW YORK NY)
NJ
04/26/2001 - 05/17/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
12/15/2000 - 01/24/2001
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
MA
01/04/1999 - 10/04/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
05/14/1997 - 12/31/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
CA
02/01/1995 - 05/05/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
06/06/1994 - 09/23/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
07/17/1991 - 04/22/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
04/05/1989 - 09/20/1990
CHARLES SCHWAB & CO., INC.
TX
06/25/1986 - 09/20/1990
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/28/1987 - 02/10/1989
CHARLES SCHWAB & CO., INC.
NA
08/13/1986 - 12/13/1986
MUNICICORP OF CALIFORNIA
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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