Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donald Lamperti is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry since July 16, 2014. Robert has a Series 66 and a Series 7. Robert is registered in Delaware, Florida, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Vermont. Robert also has a state IA registration in New Jersey. Robert has a firm ID of 6413. You can find more information about Robert on the SEC's website at https://adviserinfo.sec.gov/individual/summary/6348135.
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
02/27/2020 - Present
LPL Financial LLC (CHESTER NJ)
NJ
07/17/2014 - 02/25/2020
SECURIAN FINANCIAL SERVICES, INC. (CLINTON NJ)
BOTH
Issued 09/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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