Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert George Klock is a financial advisor who has been in the industry since November 11, 1997. Robert is currently registered with Thrivent Investment Management Inc. and has been with the firm since July 2002. Robert is also registered with the state of Pennsylvania as an Investment Advisor Representative. Robert has previously worked with Lutheran Brotherhood Securities Corp. in Minneapolis, Minnesota from November 1997 to July 2002. Robert holds licenses for Series 6, 7, 63, and 65, as well as the SIE exam. In addition to Robert's financial advising activities, Robert is also the co-owner of Klock & Patterson LLC, which owns and manages commercial real estate in the Allentown, PA area, and Robert is also the owner of 227 West Broad Street, LLC, which owns and manages a commercial building in Bethlehem, PA.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/22/2004 - Present
Thrivent Investment Management Inc. (Allentown PA)
MN
11/12/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 03/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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