Unclaimed
Robert Francis Baumgartner is a licensed securities professional with over 20 years of experience in the financial services industry. Robert holds a Series 6, Series 63 and SIE license and is currently registered with FBL Marketing Services, LLC in Wisconsin. Robert's career began on February 2, 2000. Robert specializes in providing investment advice and financial planning services.
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.
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.
1
2
WI
02/02/2000 - Present
FBL Marketing Services, LLC (VALDERS WI)
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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