Unclaimed
Robert Eustice is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with LPL Enterprise, LLC, and is also registered to conduct business in Iowa, Texas, and other states. Robert has a long history of working with a variety of clients, including individuals, businesses, and pension and profit sharing plans. Robert has a strong track record of success in helping his 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
11/14/2024 - Present
LPL Enterprise, LLC (MARION IA)
IA
04/03/2018 - 02/27/2024
EDWARD JONES (MARION IA)
CO
01/27/2017 - 12/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
12/20/2012 - 01/04/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
KS
03/20/2012 - 12/10/2012
ING FINANCIAL PARTNERS, INC. (OVERLAND PARK KS)
IA
08/12/2011 - 02/16/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (CLIVE IA)
IL
08/12/2010 - 06/16/2011
NFP SECURITIES, INC. (CHICAGO IL)
IA
02/08/2005 - 07/19/2010
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
MA
06/11/1998 - 01/04/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
01/06/1997 - 06/05/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
12/14/1994 - 12/31/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
08/11/1993 - 11/17/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/11/1993 - 11/17/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
11/21/1988 - 01/04/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/16/1987 - 12/07/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
11/25/1986 - 08/12/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
09/15/1983 - 07/10/1986
NEW YORK LIFE SECURITIES CORP.
BC
Issued 03/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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