Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Robertson is a financial advisor with LPL Financial LLC. Eddie has been in the financial services industry since May 1992. Eddie is a licensed securities representative with the FINRA and registered with the states of Georgia, Iowa, and Missouri. Eddie also holds the Series 6, Series 7, Series 24, and SIE licenses. Eddie specializes in providing financial advice to a range of client types, including individuals, families, businesses, and charitable organizations. Eddie previously worked at H. Beck, Inc. and LPL Financial LLC. Eddie is committed to helping clients reach their financial goals and provides a range of services, including financial planning, portfolio management, and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/14/2012 - Present
LPL Financial LLC (CHILLICOTHE MO)
MO
02/16/2012 - 08/17/2012
H. BECK, INC. (CHILLICOTHE MO)
MO
07/20/1992 - 02/27/2012
LPL FINANCIAL LLC (CHILLICOTHE MO)
KS
03/31/1992 - 07/14/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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