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 registered with Cetera Investment Advisers LLC. Robert has over 20 years of experience in the financial services industry. Robert has a strong background in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
AUSTIN, TX
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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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 7/26/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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