Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sander is a financial advisor at Charles Schwab & Co., Inc. Robert has been in the industry since June 1, 2007. Robert is licensed in 28 states and the District of Columbia. Robert holds the Series 66, Series 7 and SIE licenses. Robert has been with Charles Schwab & Co., Inc. since October 2011. Before that, Robert was with CHASE INVESTMENT SERVICES CORP. and MORGAN STANLEY DW INC. Robert is based in Bellevue, Washington and works in the Bellevue branch office.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
10/27/2011 - Present
Charles Schwab & CO., Inc. (Bellevue WA)
NY
07/20/2007 - 10/25/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
WA
03/28/2006 - 05/15/2006
MORGAN STANLEY DW INC. (SEATTLE WA)
BOTH
Issued 06/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Sander is the right advisor for you? Invested Better is here to help.
