Unclaimed
Robert Junge is an investment advisor representative with LPL Financial LLC. Robert has over 35 years of experience in the financial industry, serving clients in the Lebanon, NJ area. Prior to joining LPL Financial LLC, Robert was affiliated with several other firms, including PNC Investments, Wachovia Securities, LLC and First Union Brokerage Services, Inc. Robert holds Series 7, Series 24, Series 63 and Series 65 licenses, and he is also a Certified Financial Planner.
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.
1
2
NJ
12/22/2014 - Present
LPL Financial LLC (LEBANON NJ)
NJ
11/02/2004 - 09/01/2011
PNC INVESTMENTS (CLINTON NJ)
MO
07/16/2004 - 11/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
PA
03/22/2004 - 07/12/2004
PNC INVESTMENTS (PITTSBURGH PA)
NC
10/16/2002 - 03/29/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
05/31/2002 - 10/22/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
06/27/2001 - 06/04/2002
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
04/25/2001 - 06/29/2001
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
02/27/1998 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NC
07/14/1997 - 04/02/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IL
09/18/1996 - 07/08/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
07/02/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
AZ
01/17/1996 - 07/02/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/01/1994 - 01/24/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
11/02/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/25/1993 - 11/05/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
04/23/1993 - 06/30/1993
EAB SECURITIES, INC.
NY
09/28/1992 - 05/12/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/27/1989 - 09/21/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/19/1988 - 02/17/1989
J. T. MORAN & CO., INC.
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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