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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kransberger is an investment advisor representative with LPL Financial LLC in Yakima, Washington. Robert Kransberger has over 30 years of experience in the financial services industry, having previously worked at Ameriprise Financial Services, Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated and Smith Barney, Harris Upham & Co., Incorporated. Robert Kransberger offers a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Robert Kransberger is also registered with the state of Washington as an investment advisor representative and holds the Series 63, 65, 7 and SIE licenses.
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
WA
11/06/2019 - Present
LPL Financial LLC (YAKIMA WA)
WA
02/18/2011 - 11/06/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Bellevue WA)
WA
01/03/2003 - 03/01/2011
OPPENHEIMER & CO. INC. (BELLEVUE WA)
NY
05/24/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
01/28/1995 - 05/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/18/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
07/21/1987 - 01/17/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 03/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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