Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schmidt is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. in New York. Robert has a strong background in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions. Robert is also a Registered Representative and holds the Series 7 and Series 63 licenses.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (CASTILE NY)
NY
08/12/2019 - 06/14/2024
SECURITIES AMERICA, INC. (CASTILE NY)
NY
10/02/1996 - 08/16/2019
HD VEST INVESTMENT SERVICES (PERRY NY)
AZ
05/30/1996 - 05/13/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 03/20/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/20/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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