Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Love is an active investment advisor representative with LPL Financial LLC, with over 12 years of experience in the financial industry. Robert has earned the Series 6, 7, 63 and 65 licenses and the SIE exam. Robert is registered in California, Idaho, Illinois, North Carolina, Pennsylvania and Washington and has been registered with LPL Financial LLC since 2018. Previously, Robert worked at Liberty Group LLC from 2014 to 2018 and New England Securities from 2011 to 2014. Robert specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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
CA
03/31/2021 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
04/14/2014 - 01/17/2018
LIBERTY GROUP, LLC (OAKLAND CA)
TX
06/29/2011 - 05/14/2014
NEW ENGLAND SECURITIES (AUSTIN TX)
IA
Issued 11/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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