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 at Charles Schwab & Co., Inc. in Naples, FL. Robert has over 20 years of experience in the financial services industry. He has a wide range of experience including working with Jefferies LLC, Newedge USA, LLC and HSBC Securities (USA) Inc. Robert is licensed to provide financial advice in 52 states.
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 11/03/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2021
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 01/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Streit is the right advisor for you? Invested Better is here to help.
