Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blaser is a financial advisor with over 35 years of experience in the industry. He is currently registered with LPL Financial LLC and is a licensed securities agent and investment advisor representative in multiple states. Robert has previously been associated with several other firms, including Securities America, Inc., KEY INVESTMENTS INC., BANC ONE SECURITIES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, and OLSEN PAYNE & COMPANY. He has earned several professional designations and is a registered principal. Robert specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and institutions. He is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
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
CA
05/21/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
UT
08/22/1997 - 05/20/2024
SECURITIES AMERICA, INC. (Centerville UT)
OH
05/13/1997 - 08/25/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
IL
06/05/1996 - 05/09/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IN
01/23/1991 - 06/03/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
UT
10/02/1989 - 03/27/1991
OLSEN PAYNE & COMPANY (SALT LAKE CITY UT)
NA
11/25/1988 - 10/04/1989
FIRST EAGLE, INC.
NA
03/25/1987 - 10/24/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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