Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blunt has been in the financial services industry since 1987 and is currently registered with Charles Schwab & Co., Inc. Robert is a Series 7, 3, 9, 10, 63 and 65 licensed professional with a strong background in financial planning and portfolio management. Robert is also a points owner with Marriott Vacation Club and has the ability to rent out a Marriott timeshare if he does not use the unit himself. In addition to his work with Charles Schwab, Robert has previously worked for Fidelity Brokerage Services LLC, Dean Witter Reynolds Inc. and Paulson Investment Company, Inc.
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
CA
02/05/2021 - Present
Charles Schwab & CO., Inc. (Santa Barbara CA)
WI
10/01/2002 - 01/10/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
RI
03/27/1992 - 10/14/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
11/01/1988 - 03/19/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/05/1988 - 10/17/1988
PAULSON INVESTMENT COMPANY, INC.
NA
11/10/1987 - 07/23/1988
WEN BIRKHOFER & CO., INC.
NA
11/21/1986 - 12/02/1987
OPPENHEIMER & CO., INC.
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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