Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Paneral is a financial advisor at LPL Financial LLC. Robert has over 30 years of experience in the financial industry and holds licenses to provide advisory services in multiple states including Arizona, California, Florida, Illinois, Indiana, Ohio, South Carolina, Tennessee, Texas, and Wisconsin. Robert has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
IL
02/04/2025 - Present
LPL Financial LLC (PROSPECT HEIGHTS IL)
IL
05/29/2007 - 08/24/2009
CITIGROUP GLOBAL MARKETS INC. (ARLINGTON HGTS. IL)
IL
07/07/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (ARLINGTON HGTS. IL)
IL
02/01/1999 - 07/09/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/16/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
06/13/1996 - 04/28/1997
STANDARD BROKERAGE SERVICES, INC.
IL
03/01/1996 - 06/14/1996
FIRST NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
11/04/1993 - 03/06/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
07/08/1993 - 11/11/1993
FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)
IA
Issued 02/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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