Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander long Leland is a financial advisor with LPL Financial LLC, based in SAN MATEO, CA. Robert Leland has been a registered financial advisor since 2004. Robert Leland provides investment advisory services, financial planning, and portfolio management services to individuals, businesses, and corporations. Robert Leland is also a registered representative of LPL Financial LLC, offering a range of securities products and services.
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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CA
01/18/2024 - Present
LPL Financial LLC (SAN MATEO CA)
CA
08/09/2004 - 01/24/2024
AMERIPRISE FINANCIAL SERVICES, LLC (REDWOOD CITY CA)
MN
08/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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