Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sieja is a financial advisor at LPL Financial LLC. He is registered with the state of Illinois and Ohio. Robert has over 25 years of experience in the financial services industry. He is a Certified Financial Planner and has experience with many types of clients including individuals, businesses, and retirement plans. Robert is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. He also works with Great Valley Advisor Group, Inc.
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
IL
09/14/2023 - Present
LPL Financial LLC (WILMETTE IL)
IL
05/12/2003 - 12/04/2007
NEW ENGLAND SECURITIES (NORTHBROOK IL)
NY
08/01/2001 - 05/12/2003
AXA ADVISORS, LLC (NEW YORK NY)
IL
01/12/2001 - 07/30/2001
EROOM SECURITIES L.L.C. (CHICAGO IL)
NY
05/27/1999 - 08/25/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/30/1994 - 12/10/1998
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 08/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Sieja is the right advisor for you? Invested Better is here to help.
