Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howell is a financial advisor with over 5 years of experience in the financial industry. Robert is currently registered with LPL Financial LLC in Centennial, Colorado and provides services to individuals, corporations, and other entities. Robert's services include financial planning, portfolio management, and pension consulting. Robert previously worked with Sigma Financial Corporation and OneAmerica Securities, Inc. and has obtained the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Robert is committed to providing clients with personalized financial advice and guidance to help them 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.
1
2
CO
05/31/2023 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
01/17/2020 - 05/31/2023
SIGMA FINANCIAL CORPORATION (Centennial CO)
CO
06/11/2019 - 01/17/2020
ONEAMERICA SECURITIES, INC. (Greenwood Village CO)
CO
08/03/2018 - 05/16/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHGLENN CO)
IA
Issued 09/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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