Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lutz has been an active advisor since 2005, providing financial guidance to individuals, families, and businesses. Robert has been registered with Commonwealth Financial Network since 2024, bringing their experience and expertise to their practice. Robert focuses on helping clients reach their financial goals through comprehensive financial planning, portfolio management, and insurance solutions. Commonwealth Financial Network is a well-established firm with a commitment to providing high-quality financial services to their clients. With a focus on client-centric solutions, they strive to build lasting relationships built on trust and transparency.
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.
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
NJ
08/21/2024 - Present
Commonwealth Financial Network (Cherry Hill NJ)
NJ
06/08/2017 - 08/20/2024
OSAIC FA, INC. (CHERRY HILL NJ)
NJ
01/06/2009 - 06/09/2017
INVEST FINANCIAL CORPORATION (SICKLERVILLE NJ)
NJ
08/05/2005 - 01/08/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
IN
08/05/2005 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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