Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schmelzer is an investment advisor representative with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $104 billion in assets under management. Robert has been working in the financial industry since 2000, and has a strong background in investment advising. Robert is registered with the state of New York and Texas and offers a range of services to individual and business clients, including financial planning, portfolio management, pension consulting and educational seminars. Robert is passionate about helping clients achieve their financial goals and has a deep understanding of the financial markets.
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.
1
2
TX
05/03/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
NY
06/09/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (PORT WASHINGTON NY)
NY
06/14/2012 - 09/13/2012
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
07/14/2003 - 09/03/2003
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
NY
09/25/2002 - 10/02/2002
RESRV PARTNERS, INC. (NEW YORK NY)
NY
07/17/2001 - 08/30/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/10/2000 - 01/03/2001
NATIONAL AUSTRALIA CAPITAL MARKETS, LLC (NEW YORK NY)
BOTH
Issued 07/26/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Schmelzer is the right advisor for you? Invested Better is here to help.
