Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schafer is a financial professional with Northwestern Mutual Investment Services, LLC. Robert has been in the financial industry since 2021 and has experience with J.P. MORGAN SECURITIES LLC and EQUITABLE ADVISORS, LLC. Robert has obtained the Series 66, Series 7TO, and SIE licenses to provide investment 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
06/21/2021 - 08/18/2023
J.P. MORGAN SECURITIES LLC (FRANKLIN WI)
WI
09/11/2020 - 03/31/2021
EQUITABLE ADVISORS, LLC (MILWAUKEE WI)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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