Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Salazar is a financial advisor with LPL Financial LLC. Robert is a CERTIFIED FINANCIAL PLANNER™ professional. Robert has been in the financial services industry since 1993 and has been with LPL Financial LLC since November 2010. Robert holds a Series 7, Series 24, and Series 63 license. Robert also holds the SIE designation. Robert has experience providing financial planning, consulting, and other non-discretionary advisory services.
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
05/06/2016 - Present
LPL Financial LLC (GLENDALE CA)
CA
03/16/2007 - 11/30/2010
NRP FINANCIAL, INC. (LONG BEACH CA)
CA
05/27/2005 - 03/20/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (IRVINE CA)
NY
06/03/2003 - 06/02/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
07/14/2000 - 05/30/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
SC
08/10/1995 - 06/30/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
10/07/1993 - 07/20/1995
PACIFIC COAST FINANCIAL SECURITIES, INC.
IA
Issued 05/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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