Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clower is an investment advisor with over 30 years of experience in the financial services industry. Robert has a strong track record of success in helping individuals and families achieve their financial goals. Robert currently works with LPL Financial LLC, and previously worked with Valmark Securities, Inc., Investors Capital Corp., and Equity Services, Inc. Robert holds a variety of licenses and registrations, including Series 6, 7, 63, and 65. Robert provides a range of services to his clients, including financial planning, portfolio management, and investment advice.
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
MA
10/18/2018 - Present
LPL Financial LLC (MASHPEE MA)
MA
01/10/2011 - 07/17/2018
VALMARK SECURITIES, INC. (MASHPEE MA)
MA
01/09/2002 - 01/11/2011
INVESTORS CAPITAL CORP. (MASHPEE MA)
VT
07/11/1997 - 01/08/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
12/19/1991 - 07/03/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 12/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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