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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schwartz is an Investment Advisor Representative at Federated Investment Counseling. Robert has been in the financial services industry since 2013. Robert is a licensed Investment Adviser Representative (IAR) and is registered with the states of Pennsylvania, Puerto Rico and Texas. Robert holds the Series 65 license. Robert has experience working with individuals, corporations, other investment advisers, state and municipal government entities, pension and profit sharing plans, insurance companies, pooled investment vehicles, high net worth individuals and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
05/13/2022 - Present
Federated Investment Counseling (PITTSBURGH PA)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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