Robert Sweat Email & Phone Number
Principal Securities Registered Representative @ Principal Financial Group
5 free lookup(s).
Robert Sweat Location
- Houston, TX, US
Robert Sweat Work
- 2008 - now Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor @
- 2006 - now Principal Securities Registered Representative @
- 1992 - 2006 Certified Financial Planner @
Robert Sweat Education
- Auburn University
Bachelor of Science (BS)
1979 - 1983
Robert Sweat Skills
- 401(k), SEP & Simple IRAS
- Annuities (Variable & Fixed)
- Asset Allocation
- Business Continuation Strategies
- Business Overhead Expense
- Buy-sell Agreements
- Buy-sell review
- College Funding Strategies
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning
- Executive Benefit Strategies
- Financial Needs Analysis
- Income Protection
- IRAs (Traditional & Roth)
- Key Person Insurance
- Long Term Care Insurance
- Mutual Funds
- Pension Plans
- Retirement Planning
- Salary Continuation
- Series 6, 7, 63 registrations
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Wealth Accumulation
- Series 63
- Sep and Simple Iras
- Fixed Annuities
- Pensions
- Iras Traditional and Roth
- Insurance
- Financial Planning
- IRAs
- Annuities Variable and Fixed
- Series 6
- 401k
- Investment Advisory
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Buy Sell Review
- Buy Sell Agreements
- Disability Insurance
- 63 Registrations
- Retirement
- Tax Deferred Savings
- Series 7
- Annuities
Robert Sweat Summary
- Robert Sweat, based in Houston, TX, US, is currently a Principal Securities Registered Representative at Principal Financial Group. Robert Sweat brings experience from previous roles at Principal Financial Group and Transamerica. Robert Sweat holds a 1979 - 1983 Bachelor of Science (BS) @ Auburn University. With a robust skill set that includes 401(k), SEP & Simple IRAS, Annuities (Variable & Fixed), Asset Allocation, Business Continuation Strategies, Business Overhead Expense and more. Robert Sweat has 1 mobile phone numbers on RocketReach.
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Top Principal Financial Group Employees
Bradley Wagner
Chief Inclusion Officer
Des Moines, IA, US
Drew Buhrow
VP - IT
Des Moines, IA, US
Larry Zimpleman
Chairman, President and CEO
Des Moines, IA, US
David Rigler
CFO - Bank and Trust and Income Solutions
Des Moines, IA, US
Chaun Powell
President- Elevate by Principal
Denver, CO, US
Lou Flori
Chief Financial Officer - Retirement and Income Solutions division
Des Moines, IA, US
Joe Koenigs
Managing Director - Private Debt Originations
Des Moines, IA, US
Jeffrey Lovern
Chief Risk Officer - Retirement and Income Solutions
Des Moines, IA, US
Amy Friedrich
President - Benefits and Protection
West Des Moines, IA, US
Jeremy Driscoll
Managing Director
Des Moines, IA, US
Tim Soderholm
Chief Risk Officer (CRO)
Des Moines, IA, US
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