Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Freireich is a financial advisor who has been in the industry for over 25 years. Robert is a registered representative of LPL Financial LLC and has a Series 7, Series 6, Series 24, Series 31, Series 63 and Series 65. Robert has worked with National Planning Corporation, Royal Alliance Associates, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Robert's current registrations are with LPL Financial LLC and include New York and Texas. Robert provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
NY
01/02/2004 - Present
LPL Financial LLC (TARRYTOWN NY)
CA
02/22/2000 - 12/05/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
05/17/1999 - 02/25/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
10/11/1996 - 04/07/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/11/1996 - 04/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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