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 Zwigard is a financial advisor at LPL Financial LLC. Robert has been in the financial industry since 1999. Robert has a wide range of experience and expertise, and is committed to providing clients with personalized financial advice. Robert is registered with the state of New Jersey as both a broker-dealer and an investment advisor. Robert is also registered in other states, including California, Connecticut, Florida, New York, Pennsylvania, and Virginia.
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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NJ
06/06/2002 - Present
LPL Financial LLC (TINTON FALLS NJ)
NY
07/09/1999 - 06/20/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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