Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Theodore Schauer is a financial advisor at Ameriprise Financial Services, LLC, in Kalamazoo, Michigan. He has been in the financial industry since January 18, 2007, and has a combined 18 years of experience as a broker and investment advisor representative. Robert is licensed in 20 states, including Michigan, Florida and California. His credentials include the Series 66, Series 24, SIE and Series 7 exams, and he holds a General Securities Principal 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.
Asset allocation 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
MI
08/30/2011 - Present
Ameriprise Financial Services, LLC (KALAMAZOO MI)
MI
01/19/2007 - 08/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTAGE MI)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Schauer is the right advisor for you? Invested Better is here to help.
