Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schoen is a financial advisor with over 30 years of experience in the industry. Robert is a Certified Financial Planner and is registered with Cetera Investment Advisers LLC in Illinois and Texas. Robert has previously been registered with H.D. Vest Investment Securities, Inc. Robert's previous experience includes working as a CPA and having his own CPA firm. Robert offers a variety of financial planning and wealth management services to individuals, corporations, and businesses.
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
IL
09/05/2017 - Present
Cetera Investment Advisers LLC (ITASCA IL)
NA
08/26/1987 - 04/05/1988
H.D. VEST INVESTMENT SECURITIES, INC.
BC
Issued 10/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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