Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Adam Personett is a financial advisor at LPL Financial LLC. Robert has been in the industry since May 13, 2019. Robert is registered in Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Missouri, North Carolina, Oregon, South Dakota, Tennessee, Texas, Washington, and Wisconsin. Robert also holds the Series 63, 65, 7TO, and SIE licenses. Robert has been affiliated with CEFCU, Citizens Equity First Credit Union, 309 Capital LLC, Charles Schwab & Co., Inc., CUNA Brokerage Services, Inc., and AlphaBravo, LLC.
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
IL
01/24/2023 - Present
LPL Financial LLC (WASHINGTON IL)
IL
06/18/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WASHINGTON IL)
IL
10/17/2019 - 03/27/2020
CHARLES SCHWAB & CO., INC. (Peoria IL)
BC
Issued 12/12/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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