Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schimmel is a financial advisor with Centaurus Financial, Inc. Robert has been in the financial services industry since 2003 and has experience with a wide range of financial products and services. Robert has held licenses and registrations in multiple states, including California, Delaware, Florida, Louisiana, Maine, Massachusetts, Michigan, New Jersey, Ohio, Pennsylvania, South Carolina, and Texas. Robert is committed to helping clients achieve their financial goals.
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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FL
02/09/2021 - Present
Centaurus Financial, Inc. (FT. MYERS FL)
FL
04/01/2010 - 10/30/2015
J.P. TURNER & COMPANY, L.L.C. (FORT MEYERS FL)
FL
03/24/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (FORT MYERS FL)
FL
01/04/2006 - 03/19/2009
RAYMOND JAMES & ASSOCIATES, INC. (FT. MYERS FL)
NJ
12/06/2002 - 07/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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