Robert SchimeneckCRD Number: 2975085
Current Firm: Mml Investors Services, LLC
Robert Schimeneck (CRD# 2975085) is an Investment Advisor Representative working at Mml Investors Services, LLC in Allentown, PA and has over 19 years of experience in the finance industry.
Academy Wealth Advisers, LLC
Kaufman Advisory Services, Inc.
Sfg Investment Advisors, Inc.
|Mml Investors Services||Allentown, PA||Feb 2016 - Current||< 1|
|Massmutual||Allentown, PA||Nov 2015 - Current||1|
|Packerland Brokerage Services||Green Bay, WI||Jul 2015 - Dec 2015||< 1|
|Stark Financial Group||Bethlehem, PA||May 2013 - Oct 2015||2|
|Questar Capital Corporation||Minneapolis, MN||Dec 2014 - Apr 2015||< 1|
|Questar Asset Management||Minneapolis, MN||Dec 2014 - Apr 2015||< 1|
|Brokers International Financial Services, LLC||Bethlehem, PA||Jun 2013 - Dec 2014||1|
|Guardian Life Insurance Company||Bethlehem, PA||Jun 2012 - May 2013||< 1|
|Park Avenue Securities||Blue Bell, PA||Jun 2012 - May 2013||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2012 - Jun 2012||< 1|
|Northwestern Mutual Investment Services, LLC||Center Valley, PA||Jan 2012 - Jun 2012||< 1|
|Pnc Investments||Whitehall, PA||May 2010 - Jan 2012||1|
|M&t Securities||Buffalo, NY||Oct 2007 - May 2010||2|
|M&t Bank||Buffalo, NY||Sep 2007 - May 2010||2|
|Metropolitan Life Insurance Company||Allentown, PA||Nov 2005 - May 2010||4|
|Metlife Securities, Inc.||Allentown, PA||Dec 2005 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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