Unclaimed
Robert Howard Daemicke is a financial professional with over 29 years of experience in the industry. Robert has a Series 6, Series 26 and Series 63 licenses and is registered with LPL Financial LLC. Robert has previously been affiliated with AVANTAX INVESTMENT SERVICES, INC. and BROOKLIGHT PLACE SECURITIES, INC. Robert is currently registered in 7 states: Arizona, Arkansas, Illinois, Indiana, Michigan, Texas and Wisconsin. Robert specializes in providing financial advice and services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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
IL
02/10/2021 - Present
LPL Financial LLC (PALOS HEIGHTS IL)
IL
11/10/2016 - 02/15/2021
AVANTAX INVESTMENT SERVICES, INC. (Palos Heights IL)
IL
09/20/1993 - 11/11/2016
BROOKLIGHT PLACE SECURITIES, INC. (PALOS HEIGHTS IL)
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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