Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Griesemer is a financial advisor with over 38 years of experience in the industry. Robert is currently registered with LPL Financial LLC. Robert is a Chartered Financial Consultant and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Robert is registered in 24 states and has a variety of designations and licenses.
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
DE
11/29/2022 - Present
LPL Financial LLC (WILMINGTON DE)
DE
11/05/1999 - 12/01/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (WILMINGTON DE)
MA
06/14/1991 - 11/17/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
DE
10/19/1988 - 06/21/1991
HEATHER AGENCY, INC. (NEWARK DE)
NA
01/22/1985 - 06/14/1988
GUARDIAN INVESTOR SERVICES CORPORATION
NA
08/30/1983 - 11/05/1984
NML EQUITY SERVICES, INC.
BC
Issued 03/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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