Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Litwin is a financial advisor who is registered with LPL Financial LLC. Robert has been in the industry for over 20 years. Robert has a strong track record of success, and is dedicated to helping clients achieve their financial goals. Robert is committed to providing personalized financial advice, and helping clients make informed decisions about their investments. Robert's previous employers include PNC Investments, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Franklin Financial Services Corporation. Robert is licensed to sell securities in Florida, New Jersey, and Pennsylvania. Robert is also registered as an investment advisor in New Jersey.
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
NJ
10/01/2018 - Present
LPL Financial LLC (OCEAN CITY NJ)
NJ
01/15/2015 - 10/04/2018
PNC INVESTMENTS (PLEASANTVILLE NJ)
NJ
07/17/1998 - 03/03/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOUNT LAUREL NJ)
WI
07/30/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
TX
04/16/1998 - 05/18/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 02/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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