Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Mabee is a financial advisor associated with LPL Financial LLC, a firm with over $50 billion in assets under management. Robert has been a registered representative in the financial services industry since August 2015. He has held a Series 7 and Series 63 license since August 2015, and a SIE license since October 2018. Robert has experience working with clients in North Carolina and South Carolina.
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.
1
2
SC
07/13/2016 - Present
LPL Financial LLC (FORT MILL SC)
NY
08/13/2015 - 02/11/2016
AXA ADVISORS, LLC (ROCHESTER NY)
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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