Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Westberg is a financial professional with over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner and a Chartered Financial Consultant, and is currently registered with Eagle Strategies LLC, which is a Registered Investment Advisor (RIA) firm. Robert has worked in various financial roles throughout his career, including as a registered representative with NYLIFE Securities Inc and First Chicago Capital Markets, Inc.. Robert is also a Certified Public Accountant, and is the owner of a CPA practice in Downers Grove, Illinois. Robert offers a wide range of financial services to individuals, businesses and non-profit organizations. He is known for his personalized approach to financial planning and his commitment 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.
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
IL
02/28/2000 - Present
Eagle Strategies LLC (DOWNERS GROVE IL)
IL
01/23/1989 - 10/18/1990
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
NA
09/20/1988 - 10/28/1988
FIRST CHICAGO INVESTMENT SERVICES, INC.
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/8/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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