Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dienelt is an investment advisor representative with LPL Financial LLC. Robert has been in the financial services industry since February 1999. Robert holds the Series 7, Series 63, and Series 65 licenses. Robert is registered with the states of Alabama, Florida, Georgia, Louisiana, Mississippi, Missouri, New York, North Carolina, and Pennsylvania. Robert has previously worked with Edward Jones, PFIC Securities Corporation, and Raymond James Financial Services, Inc.
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
MS
12/03/2024 - Present
LPL Financial LLC (Flowood MS)
MS
05/01/2009 - 07/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRANDON MS)
MS
06/01/2004 - 05/04/2009
EDWARD JONES (BRANDON MS)
TN
08/05/2003 - 06/09/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
02/17/1999 - 07/30/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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