Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Curtis is a financial advisor with LPL Financial LLC in Leominster, Massachusetts. Robert has been in the financial services industry since January 30, 2000. Robert is registered with FINRA and the state of Massachusetts as a Registered Representative and Investment Advisor Representative. Robert has been registered with VOYA FINANCIAL ADVISORS, INC., INVESTORS CAPITAL CORP., UBS PAINEWEBBER INC. and LPL Financial LLC. Robert is also a registered Investment Advisor Representative in Massachusetts. Robert is a Series 7, Series 66, and SIE licensed professional. Robert has a history of providing financial services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
MA
05/05/2021 - Present
LPL Financial LLC (LEOMINSTER MA)
MA
10/30/2015 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (LEOMINSTER MA)
MA
11/01/2001 - 11/19/2015
INVESTORS CAPITAL CORP. (LEOMINSTER MA)
NJ
01/31/2000 - 11/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 02/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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