Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clifford Gewecke is a financial advisor with over 20 years of experience in the financial industry. Robert is registered with LPL Financial LLC, which is an independent broker-dealer. Robert also previously worked at BANCWEST INVESTMENT SERVICES, INC., E*TRADE SECURITIES LLC, and Ameriprise Financial Services, Inc. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Robert has a strong commitment to providing clients with personalized financial advice and guidance.
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
07/19/2023 - Present
LPL Financial LLC (WALNUT CREEK CA)
CA
09/01/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BERKELEY CA)
CA
08/31/2011 - 04/30/2018
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
CA
12/10/2009 - 08/24/2011
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (OAKLAND CA)
CA
04/03/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
CA
01/11/2005 - 03/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
KS
03/19/2004 - 01/05/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IL
03/03/2003 - 12/02/2003
ASSENT LLC (BOLINGBROOK IL)
NY
10/28/2002 - 10/31/2003
LEGEND MERCHANT GROUP, INC. (NEW YORK NY)
NY
02/12/2003 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
BOTH
Issued 04/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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