Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Greene is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry for over 30 years. He is licensed to provide investment advice in California, Ohio and Utah. Robert Greene has a series 7, 63, and 65 licenses and has earned the Certified Financial Planner designation. Robert has experience with a wide range of clients, including individuals, families, businesses, and charitable organizations. He specializes in financial planning, portfolio management, and retirement planning. Robert has held previous positions at Associated Securities Corp., M Holdings Securities, Inc., Raymond James Financial Services, Inc., WM Financial Services, Inc., Griffin Financial Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
09/08/2009 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
10/08/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (LOS ANGELES CA)
CA
03/09/2007 - 10/09/2008
M HOLDINGS SECURITIES, INC. (SHERMAN OAKS CA)
FL
12/04/2003 - 03/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
01/01/1999 - 10/17/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
12/03/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
07/09/1986 - 11/12/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NA
12/19/1984 - 03/21/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 11/25/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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