Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matthew Sweas is a financial advisor with over 14 years of experience in the industry. He is currently registered with Arete Wealth Advisors, LLC and has a Series 66, Series 7, and SIE license. Robert is also a Certified Financial Planner. He specializes in providing financial planning, portfolio management, and investment advice. He has a strong track record of success in helping individuals and families achieve their financial goals. Robert currently works in the Chicago office of Arete Wealth Advisors, LLC.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
07/20/2023 - Present
Arete Wealth Advisors, LLC (St. Charles IL)
IL
12/11/2008 - 07/03/2023
AUSDAL FINANCIAL PARTNERS, INC. (ST. CHARLES IL)
BOTH
Issued 12/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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