Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Diamond is a financial advisor registered with LPL Financial LLC. Robert Diamond is a Registered Representative and an Investment Advisor Representative. Robert Diamond has been in the securities industry since September 7, 2007. Prior to joining LPL Financial LLC, Robert Diamond was registered with Lincoln Financial Securities Corporation and Cadaret, Grant & Co., Inc.. Robert Diamond has passed the Series 66, Series 7, and SIE exams. Robert Diamond is also registered in California, New Jersey, and New York. Robert Diamond specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
NJ
05/16/2024 - Present
LPL Financial LLC (Little Falls NJ)
NJ
04/25/2014 - 05/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (LITTLE FALLS NJ)
NJ
10/15/2009 - 04/25/2014
CADARET, GRANT & CO., INC. (LITTLE FALLS NJ)
NY
09/07/2007 - 10/23/2009
SIGNATOR INVESTORS, INC. (WESTBURY NY)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Diamond is the right advisor for you? Invested Better is here to help.
