Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Steinke is a financial advisor with over 25 years of experience in the industry. Robert William Steinke is registered with Janney Montgomery Scott LLC and has been with the firm since 2009. Prior to joining Janney Montgomery Scott LLC, Robert William Steinke held positions at other prominent financial institutions including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and Dain Rauscher Incorporated. Robert William Steinke is a Series 6, 7, 9, 10, 24, 63, and 65 licensed professional and has been active in providing financial advice for individuals, families, and businesses for over 2 decades.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/12/2020 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
VA
04/06/2009 - 08/10/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
02/21/2006 - 09/11/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
01/02/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
11/10/1999 - 08/06/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/02/1998 - 12/08/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
04/07/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
08/15/1996 - 03/18/1997
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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