Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Earl Stanlick is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Colorado and Texas. Robert has previously worked at Geneos Wealth Management, Inc., Presidential Brokerage, Inc., U.S. Bancorp Piper Jaffray Inc., Allmerica Investments, Inc., and CUNA Brokerage Services, Inc. Robert has a wide range of experience and expertise in the financial services industry. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
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
CO
07/06/2023 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
02/21/2017 - 07/11/2023
GENEOS WEALTH MANAGEMENT, INC. (Colorado Springs CO)
CO
04/16/2003 - 03/21/2017
PRESIDENTIAL BROKERAGE, INC. (COLORADO SPRINGS CO)
MN
07/16/1997 - 04/30/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MA
05/28/1997 - 07/16/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
01/16/1995 - 05/28/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
11/01/1993 - 12/22/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/20/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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