Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Schermerhorn is a financial advisor with LPL Financial LLC based in Saratoga Springs, NY. Robert has been in the industry since 1983. Robert has a wide range of experience and holds multiple licenses and designations including Series 6, 22, 24, 52, and 62, as well as the SIE exam. Robert is also a Certified Financial Planner. Robert's previous experience includes Nathan & Lewis Securities, Inc. and First Investors Corporation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (SARATOGA SPRINGS NY)
NY
11/01/1983 - 05/31/1994
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
09/13/1982 - 03/17/1983
FIRST INVESTORS CORPORATION
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/05/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/08/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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