Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Deane is a financial advisor who has been in the industry since 1983. Robert is currently registered with LPL Financial LLC and has been with the firm since November 2017. Before that, Robert was with National Planning Corporation from 1996 to 2017. Robert is registered in 10 states: Colorado, Florida, Illinois, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, and Rhode Island. Robert specializes in providing investment advice and financial planning services to individuals, businesses, and other entities.
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
IL
11/29/2017 - Present
LPL Financial LLC (CHICAGO IL)
IL
04/09/1996 - 11/29/2017
NATIONAL PLANNING CORPORATION (CHICAGO IL)
NE
05/14/1986 - 04/03/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
11/16/1987 - 12/05/1988
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
06/19/1983 - 06/14/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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