Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Claussen is a financial advisor with LPL Financial LLC in BELVIDERE, NJ. Robert has been working in the financial industry since 1982 and has been registered with FINRA since 1983. Robert offers a wide range of services, including financial planning, portfolio management, and insurance. Robert has also been registered as an investment advisor representative in the state of New Jersey since 2012. Robert is also registered as an investment advisor representative with Financial Network Investment Corporation, Nationwide Securities, LLC, and 1717 Capital Management Company. Robert is a licensed agent with Horizon Blue Cross Blue Shield of NJ, Aetna, and Gerber Life.
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
NJ
09/18/2012 - Present
LPL Financial LLC (BELVIDERE NJ)
NJ
06/25/2010 - 09/18/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (BELVIDERE NJ)
NJ
08/01/2008 - 06/24/2010
NATIONWIDE SECURITIES, LLC (BELVIDERE NJ)
NJ
04/05/1982 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (BELVIDERE NJ)
NA
07/11/1983 - 12/13/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
BC
Issued 03/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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