Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steinfeld is a financial advisor with Stratos Wealth Partners, Ltd. Robert has been in the financial industry since January 2004. Robert is registered with FINRA and the states of Alabama, California, Colorado, District of Columbia, Florida, Louisiana, Maine, Minnesota, Mississippi, North Carolina, Texas, and Virginia. Robert specializes in providing financial advice to individuals, families, and businesses. Robert holds the Series 6, 7, and 66 licenses. He is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Percentage of assets under management with third party managers
1
2
LA
12/21/2017 - Present
Stratos Wealth Partners, Ltd. (Metairie LA)
LA
03/25/2017 - 12/20/2017
MML INVESTORS SERVICES, LLC (METAIRIE LA)
LA
02/25/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
02/25/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (METAIRIE LA)
NY
01/27/2004 - 03/16/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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