Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Henry Jerger has been in the financial industry since 1998. He currently works as a registered representative for LPL Financial LLC in WEST CHESTER, OH. Previously, Robert Henry Jerger worked for ROYAL ALLIANCE ASSOCIATES, INC., HORAN SECURITIES, INC., PARK AVENUE SECURITIES LLC, and FIDELITY BROKERAGE SERVICES, INC. Robert Henry Jerger holds several licenses and registrations, including Series 7, Series 24, Series 63, and Series 65. Robert Henry Jerger also has experience in insurance.
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
OH
01/05/2013 - Present
LPL Financial LLC (WEST CHESTER OH)
OH
08/02/2004 - 07/26/2006
ROYAL ALLIANCE ASSOCIATES, INC. (CINCINNATI OH)
OH
01/27/2000 - 07/26/2004
HORAN SECURITIES, INC. (CINCINNATI OH)
NY
01/02/2000 - 01/18/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
RI
09/28/1995 - 02/10/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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