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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barry Eckermann is a financial advisor with LPL Financial LLC in CANASTOTA, NY. Robert has over 29 years of experience in the financial services industry. Robert is registered to provide investment advisory services in 14 states and is a registered representative with FINRA. He holds the Series 6, Series 63 and SIE licenses. Robert also offers consulting and other non-discretionary advisory services in addition to financial planning, pension consulting, and educational seminars. Robert is affiliated with LPL Financial LLC, which has over 1900,000 clients, and manages over $463 billion in assets.
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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NY
08/03/2021 - Present
LPL Financial LLC (CANASTOTA NY)
NY
04/20/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (CAZENOVIA NY)
NY
04/10/2014 - 04/20/2016
ONEIDA WEALTH MANAGEMENT, INC. (CAZENOVIA NY)
NY
11/01/2006 - 10/31/2014
CADARET, GRANT & CO., INC. (CHITTENANGO NY)
NY
09/07/2000 - 11/03/2006
MML INVESTORS SERVICES, INC. (CAZENOVIA NY)
OH
12/17/1999 - 06/05/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 12/17/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
07/25/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MA
07/06/1995 - 08/15/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/07/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
12/07/1993 - 02/14/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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