Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert L Scharff is a financial professional with over 40 years of experience in the financial services industry. Robert is a Registered Representative and Investment Advisor Representative with Northwestern Mutual Investment Services, LLC. Robert has held previous positions at Todd Securities, Inc. and Nathan & Lewis Securities, Inc. Robert is a Chartered Financial Consultant and is registered to provide financial advice in 25 states. In addition to providing financial advice, Robert may also earn commissions from insurance companies for sales of life, health, annuity and disability insurance products.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MO
08/24/2009 - Present
Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)
NC
07/29/2002 - 07/19/2006
TODD SECURITIES, INC. (GREENSBORO NC)
NY
12/19/1996 - 07/26/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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