Robert Siuty, CFP®

VP - Sr. Financial Consultant

+1 847-656-8170

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 3, 7, 66 Securities Licenses

Experience

20 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • Sr. Financial Consultant, TD Ameritrade, Inc. (acquired by Schwab), 2008-2021
  • Financial Advisor/Corporate Stock Benefit Consultant, UBS Financial Services, Inc., 2005-2008
  • Financial Advisor, Ameriprise Financial Services, Inc., 2003-2005

Education

  • BA, Finance, Loyola University Chicago
  • CFP® Certification, College for Financial Planning

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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