Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schultz is a financial advisor registered with Nwf Advisory Services Inc. Robert has been in the industry since April 17, 2000. Robert holds the Series 7, Series 66, and SIE licenses. Robert is registered in 28 states and the District of Columbia. Robert has worked with NWF Advisory Services Inc. since February 2005. Robert previously worked with 1717 Capital Management Company, Royal Alliance Associates Inc, and NWF Advisory Group, Inc. Robert is affiliated with NWF Advisory Services, LLC. Robert is a partner at NWF Advisory Services, LLC, and they have been with the firm since January 2017. Robert is also a statutory agent for New World Financial & Insurance Services. Robert is the owner of a rental property in Celina, Texas. Robert is an active advisor with a focus on retirement planning, portfolio management, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/16/2000 - Present
NWF Advisory Services Inc. (Encino CA)
DE
07/13/2000 - 07/08/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 05/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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