Robert Hochheiser, financial advisor Celebration FL
87 score

Robert Hochheiser

CRD Number: 1010062
Current Firm: Principal Securities, Inc.

Robert Hochheiser (CRD# 1010062) is an Investment Advisor Representative working at Principal Securities, Inc. in Celebration, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corp Des Moines, IA Mar 2000 - Current 16
Principal Life Insurance Co Des Moines, IA Oct 1999 - Current 17
Hochheiser Planning Services Winter Springs, FL Dec 2001 - Aug 2012 10

Robert Hochheiser has no recent exams reported.
Contact Info for Robert I. Hochheiser
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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