Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schaefer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial industry since 2017. Robert has been registered with the state of Connecticut since 2022. Prior to joining Wells Fargo Advisors Financial Network, LLC, Robert worked at UBS Financial Services Inc. Robert holds Series 66, Series 7 and SIE licenses. Robert specializes in providing financial advice to individuals, corporations and businesses. Robert is also a registered investment advisor in Connecticut.
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.
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.
Investment consulting services to institutional clients
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
CT
04/27/2022 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
NY
06/09/2017 - 05/06/2022
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
BOTH
Issued 07/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Schaefer is the right advisor for you? Invested Better is here to help.
