Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Hallgren is a financial advisor with over 14 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional and has a Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Robert is registered with LPL Financial LLC, a broker-dealer and investment advisor. Robert's previous employment was with INVEST FINANCIAL CORPORATION. Robert is registered in 21 states. Robert provides a wide range of financial services including investment advisory services, financial planning, retirement planning, and insurance.
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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IA
02/14/2018 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
08/07/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)
BOTH
Issued 03/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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