Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schuler Eberhardt is a financial advisor in LITTLETON, CO with over 19 years of experience in the financial services industry. Robert Eberhardt is registered with Geneos Wealth Management, Inc. and has a current active registration with the state of Colorado. Robert Eberhardt is also registered with the state of Florida, Indiana, Texas, and Virginia. Robert Eberhardt was previously registered with AXA Advisors, LLC and LINSCO/PRIVATE LEDGER CORP. The advisor has a Series 66, Series 7, and SIE license.
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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CO
06/21/2018 - Present
Geneos Wealth Management, Inc. (LITTLETON CO)
CO
04/02/2007 - 04/09/2013
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
CO
03/31/2004 - 04/11/2007
LINSCO/PRIVATE LEDGER CORP. (HIGHLANDS RANCH CO)
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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