Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Budde is a financial advisor registered with LPL Financial LLC and has been in the industry since August 2002. Robert has been registered with LPL Financial LLC since June 2021 and was previously registered with M&T Securities, Inc., Allfirst Brokerage Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert holds the Series 66, Series 53, Series 7, and SIE licenses and has earned the Certified Financial Planner designation.
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
MD
06/09/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
05/01/2003 - 06/09/2021
M&T SECURITIES, INC. (Baltimore MD)
MD
10/09/2002 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
MN
07/11/2002 - 08/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2002 - 08/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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