Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Schmauk is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Great Valley Advisor Group, Inc. and is licensed to provide investment advice in Pennsylvania and Texas. He is also a registered representative of LPL Financial, LLC. Robert's expertise includes financial planning, portfolio management for individuals and businesses, and educational seminars. He specializes in providing financial guidance to high-net-worth individuals and families. Robert has a strong commitment to helping clients achieve their financial goals.
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.
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.
Consulting services
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
PA
12/19/2016 - Present
Great Valley Advisor Group, Inc. (Berwyn PA)
PA
12/19/1997 - 04/23/2014
PHILADELPHIA BROKERAGE CORPORATION (RADNOR PA)
NJ
11/03/1995 - 12/23/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/26/1989 - 11/07/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/05/1989 - 06/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1989
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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