Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Skuba is a financial advisor at LPL Financial LLC, located in Mendham, NJ. Robert has been working in the financial services industry since 1990. Robert is registered with the state of New Jersey as both a broker-dealer and an investment advisor. Robert is also registered with the state of Florida, Maryland, New York and Pennsylvania. Robert offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Robert holds the Series 6, 63 and 65 licenses, as well as the SIE. In addition to his work as a financial advisor, Robert is also a CPA.
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
NJ
11/29/2017 - Present
LPL Financial LLC (MENDHAM NJ)
NJ
08/29/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (MENDHAM NJ)
NJ
10/24/2005 - 08/31/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (MENDHAM NJ)
NJ
04/17/1993 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
TX
11/02/1990 - 05/18/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 08/14/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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