Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vail is a financial advisor at LPL Financial LLC. Robert is a registered representative and investment advisor representative with over 15 years of experience in the financial services industry. Robert has held prior positions with TD Private Client Wealth LLC, People’s Securities, Inc., and Ameriprise Financial Services, Inc. Robert is dedicated to providing personalized financial planning and investment advice to individuals and families.
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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ME
10/22/2024 - Present
LPL Financial LLC (SCARBOROUGH ME)
ME
05/15/2020 - 10/12/2022
TD PRIVATE CLIENT WEALTH LLC (PORTLAND ME)
ME
01/18/2012 - 01/25/2016
PEOPLE'S SECURITIES, INC. (FALMOUTH ME)
PA
10/07/2010 - 10/10/2011
GENEOS WEALTH MANAGEMENT, INC. (LANCASTER PA)
AZ
12/12/2005 - 11/04/2008
CHASE INVESTMENT SERVICES CORP. (LAKE HAVASU CITY AZ)
MN
08/18/2004 - 10/27/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/18/2004 - 10/27/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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