Robert Streit (CRD# 1865844) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naples, FL and has over 5 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Naples, FL | Nov 2020 - Current | 3 |
| First Advisors National LLC | La Grange, IL | Apr 2019 - Nov 2020 | 1 |
| Metolius Capital LLC | Wheaton, IL | Dec 2015 - Jun 2019 | 3 |
| Jefferies LLC | Chicago, IL | Nov 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
| S63 | Uniform Securities State Law Examination | Nov 2020 |
- FL
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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