Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Kol is a financial professional with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC as a registered representative, offering a wide range of financial services to clients. Robert's previous experience includes roles at Sigma Financial Corporation, Advantage Capital Corporation, Washington Square Securities, Inc., and Green Hill Financial Service Corporation. He holds a variety of industry licenses and certifications, including the Series 6, Series 22, Series 62, Series 63, and the SIE. Robert is committed to providing personalized financial guidance and helping his clients achieve their financial goals.
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
MI
11/27/2023 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
07/28/1999 - 11/27/2023
SIGMA FINANCIAL CORPORATION (GRAND RAPIDS MI)
GA
01/02/1998 - 07/29/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CT
09/17/1993 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
02/19/1986 - 10/22/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 02/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/30/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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