Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Geoffrey Stenzel is an Investment Advisor Representative at Commonwealth Financial Network with over 20 years of experience in the financial services industry. Robert has a wide range of experience across multiple firms including LPL Financial LLC, UVEST FINANCIAL SERVICES GROUP, INC., IFMG SECURITIES, INC. and EDWARD JONES. Robert is registered in numerous states, including Illinois, Massachusetts, Arizona, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, New York, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, West Virginia, and Wisconsin. Robert’s expertise spans a variety of areas including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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
MA
02/11/2022 - Present
Commonwealth Financial Network (WALTHAM MA)
IL
11/02/2010 - 03/30/2022
LPL FINANCIAL LLC (LOCKPORT IL)
IL
01/24/2003 - 11/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (PLAINFIELD IL)
NY
04/11/2001 - 01/30/2003
IFMG SECURITIES, INC. (PURCHASE NY)
MO
11/10/1999 - 03/07/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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