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 Yatko is a financial advisor with LPL Financial LLC. Robert Allen Yatko has been working in the financial industry for 10 years. Robert Allen Yatko has passed Series 6, Series 7, and Series 66 exams, along with the SIE. Prior to joining LPL Financial LLC, Robert Allen Yatko was employed at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and NYLIFE SECURITIES LLC. Robert Allen Yatko is registered with the state of South Carolina.
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
SC
02/04/2020 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/05/2012 - 01/07/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/02/2010 - 08/02/2012
NYLIFE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 09/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Yatko is the right advisor for you? Invested Better is here to help.
