Robert Schimeneck, financial advisor Allentown PA
81 score

Robert Schimeneck

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Robert F. Schimeneck
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
81
Clean Record
This advisor has a clean track record with regulators.

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