Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hermansen is a financial advisor with LPL Financial LLC in PARAMUS, NJ. Robert has been in the financial industry since June 7, 1991, and has a strong track record of success. Robert holds Series 7, 31, 63, 65, and SIE licenses. Robert's professional experience includes previous roles with WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC., DEAN WITTER REYNOLDS INC., and INVESTOR SERVICE CENTER, INC. Robert is dedicated to providing personalized financial advice to individuals and families. Robert specializes in retirement planning, college savings, and investment management. Robert is committed to helping clients achieve their financial goals.
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
NJ
12/18/2019 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
08/29/2008 - 12/18/2019
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
04/02/2001 - 09/09/2008
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
06/20/1991 - 04/02/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/17/1991 - 05/28/1991
INVESTOR SERVICE CENTER, INC. (ROCHESTER NY)
IA
Issued 02/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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