Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Schein is a financial advisor with Hightower Advisors, LLC, a firm headquartered in Chicago, IL. Robert has been in the financial services industry for over 22 years and holds both Series 7 and Series 63 licenses. He has extensive experience working with individuals, corporations, insurance companies, and charitable organizations. Robert specializes in portfolio management for both individuals and businesses. 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
05/27/2011 - Present
Hightower Advisors, LLC (Palm Desert CA)
CA
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (INDIAN WELLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)
CA
04/28/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PALM DESERT CA)
CA
04/13/2000 - 04/14/2000
B.B. GRAHAM & COMPANY, INC. (ORANGE CA)
IA
Issued 10/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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