Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schwartz is a financial advisor with Private Advisor Group, LLC. Robert is a licensed advisor with over 20 years of experience in the industry. Robert has provided advisory and brokerage services in New Jersey, Pennsylvania and New York. Robert has a deep understanding of investment strategies and can help individuals, families, and businesses achieve their financial goals. He is dedicated to building long-term relationships with his clients and providing them with personalized financial advice.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/25/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
06/01/2009 - 05/25/2011
MORGAN STANLEY SMITH BARNEY (HONESDALE PA)
NY
12/18/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Schwartz is the right advisor for you? Invested Better is here to help.
