Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sandrew is an investment advisor representative at Integrated Wealth Concepts LLC. Robert is a registered investment advisor (RIA) in California and Massachusetts and has over 20 years of experience in the financial services industry. Robert holds Series 6, 7, 63, and 65 licenses as well as the SIE. His specialties include financial planning, portfolio management, and pension consulting. Robert is a trusted advisor for individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
03/08/2017 - Present
Integrated Wealth Concepts LLC (San Diego CA)
CA
11/09/2012 - 04/08/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
NY
11/06/2008 - 01/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
07/29/2002 - 09/22/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
MA
07/29/2002 - 09/22/2008
BEAR, STEARNS SECURITIES CORP. (BOSTON MA)
MA
09/24/1998 - 06/14/2002
BOSTON INSTITUTIONAL SERVICES INCORPORATED (BOSTON MA)
PA
10/05/1995 - 07/02/1998
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MA
02/18/1994 - 09/14/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 03/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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