Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Lima is an Investment Advisor Representative at Assetmark, Inc. and holds the Series 65 license. Robert has been in the financial industry for several years and has experience working with individuals, corporations, and other businesses. Robert is committed to providing high-quality 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/22/2024 - Present
Assetmark, Inc. (Chicago IL)
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Robert Lima is the right advisor for you? Invested Better is here to help.
