Robert Scheurer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Scheurer, who also goes by Bob X. Scheurer, Robert Xavier Scheurer III, Robert Xavier Scheurer, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1992. Robert had worked at 4 firms and has passed the SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 14, 2017 - November 1, 2019
FORESTERS FINANCIAL SERVICES, INC.
August 21, 2017 - October 31, 2017
LAZARD ASSET MANAGEMENT SECURITIES LLC
March 14, 2013 - June 21, 2016
MORGAN STANLEY DISTRIBUTION, INC.
March 27, 1992 - August 15, 1995
ALLIANCEBERNSTEIN INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORESTERS FINANCIAL SERVICES, INC.
CRD#: 305 / SEC#: , 8-13891
Contact information
Documents
Disclosures
| Regulatory Event | 34 |
| Civil Event | 3 |
| Arbitration | 18 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
