Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Koekkoek is a financial advisor with over 25 years of experience in the financial services industry. Robert is currently registered with Lincoln Investment and Capital Analysts. Robert has a proven track record of helping individuals and families achieve their financial goals. He specializes in providing financial planning, portfolio management, and insurance services. Robert's experience includes working with high-net-worth individuals, families, businesses, and charitable organizations. Robert is committed to providing personalized financial advice and building long-term relationships with his clients.
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.
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.
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
04/28/2023 - Present
Lincoln Investment (Muskegon MI)
MI
06/24/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (Muskegon MI)
MI
01/28/2002 - 09/16/2003
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
TX
08/11/1998 - 12/31/1999
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
CA
05/21/1997 - 08/11/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
PA
08/16/1996 - 04/24/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
03/22/1995 - 09/11/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
06/12/1992 - 09/27/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/12/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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