Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Freddino is an investment professional with over 20 years of experience in the financial services industry. Robert currently works at Charles Schwab & Co., Inc. in Reston, VA. Previously, Robert has worked for Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Quick & Reilly, Inc., H&R Block Financial Advisors, Inc., J.B. Oxford & Company, and Prudential Securities Incorporated. Robert is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in 25 states. Robert holds the Series 4, 7, and 63 licenses and the SIE and Series 65 certifications.
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
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VA
12/03/2012 - Present
Charles Schwab & CO., Inc. (Reston VA)
VA
11/02/2007 - 11/07/2012
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
CA
12/15/2003 - 09/18/2007
TD AMERITRADE, INC. (LA JOLLA CA)
NY
07/02/2002 - 02/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
MI
11/02/2001 - 05/10/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
08/25/1999 - 10/23/2001
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
02/19/1999 - 06/16/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/26/1998 - 02/09/1999
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 04/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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