Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alberts is a financial professional with over 30 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Denton, TX. Robert holds a Series 6, 7, 63, 65, and 66 license as well as the SIE exam. Prior to joining LPL Financial, Robert was registered with Mutual Service Corporation and Institutional Securities Corporation, both in Denton, TX. In addition to these registrations, Robert is also registered in Illinois, Nevada, Texas, and Washington. Robert's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
TX
10/06/2009 - Present
LPL Financial LLC (DENTON TX)
TX
08/29/2007 - 10/07/2009
MUTUAL SERVICE CORPORATION (DENTON TX)
TX
04/23/1993 - 09/14/2007
INSTITUTIONAL SECURITIES CORPORATION (DENTON TX)
TX
04/04/1986 - 05/04/1993
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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