Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cleary is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Robert has been in the industry for over 10 years and has experience in various areas of financial planning. Robert holds Series 7, 63, and 66 licenses, as well as the SIE exam. Robert is registered to provide investment advice in Indiana.
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
IN
01/01/2022 - Present
LPL Financial LLC (CARMEL IN)
IN
02/13/2017 - 03/08/2018
SCOTTRADE, INC. (INDIANAPOLIS IN)
IN
09/08/2016 - 02/02/2017
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
11/23/2015 - 07/12/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 02/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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