Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Streit is a financial advisor registered with Charles Schwab & Co., INC.. Robert has been in the financial industry since June 17, 2001. Robert currently holds Series 63, Series 65, Series 10, Series 9, SIE, Series 7TO, and Series 7 licenses. Robert is registered as an investment advisor in Florida and Illinois, and is also registered with FINRA. Robert has held previous positions at Jefferies LLC, Newedge USA, LLC, HSBC Securities (USA) INC., and HSBC Securities, INC..
Naples, FL
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
11/27/2020 - Present
Charles Schwab & CO., Inc. (Naples FL)
IL
11/18/2013 - 07/02/2015
JEFFERIES LLC (CHICAGO IL)
IL
02/01/2006 - 11/11/2013
NEWEDGE USA, LLC (CHICAGO IL)
NY
01/12/2000 - 02/06/2006
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
03/07/1995 - 07/15/1997
HSBC SECURITIES, INC. (NEW YORK CITY NY)
BC
Issued 11/3/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/6/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 1/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/1/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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