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 Rutkoske is a financial advisor with LPL Financial LLC. Robert Alan Rutkoske has been in the financial services industry since June 27, 1993. Robert Alan Rutkoske is registered with FINRA as a Registered Representative and is a licensed Investment Advisor Representative in the state of Michigan. Robert Alan Rutkoske has been associated with LPL Financial LLC since January 2000. Before working with LPL Financial LLC, Robert Alan Rutkoske worked with Washington Square Securities, Inc. from 1998 to 2000, MetLife Securities Inc. from 1990 to 1992, Metropolitan Life Insurance Company from 1990 to 1992, and AAL Distributors Inc. from 1987 to 1990. Robert Alan Rutkoske offers a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other 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
MI
09/03/2010 - Present
LPL Financial LLC (TROY MI)
CT
03/05/1998 - 01/07/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
04/09/1990 - 04/21/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/1990 - 04/21/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
06/09/1987 - 01/30/1990
AAL DISTRIBUTORS INC. (MINNEAPOLIS MN)
IA
Issued 07/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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