Financial Advsior

Certified Retirement Planning Counselor
LPL Financial

Address

831 Court St
Honesdale, PA. 18431

Work Phone: 570-616-0226
robert.schwartz@lpl.com
https://www.schwartzwealthmanagement.com/


Description

Robert Schwartz has been in the financial services arena since 2003 when he was recruited by one of the largest brokerage houses in the industry. Bob received his Series 7, 63, and 65 registrations (which are currently held through LPL Financial) as well as his life and health & accidental insurance licenses as a matter of due course.

Bob also passed the series 9 and 10 exams (registrations held through LPL Financial)enabling him to be either a branch manager or manage an office of supervisory jurisdiction (OSJ). In order to further his knowledge and better serve his clients Bob also earned the designation as a Certified Retirement Planning Counselor (CRPC).