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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howard Lingenfelser is a financial advisor with Commonwealth Financial Network, located in Wexford, PA. Robert has been working in the financial industry since 1979 and has held various positions with different firms, including A. G. Edwards & Sons, Inc. and Raymond James Financial Services, Inc. Robert specializes in providing financial advice to individuals, corporations, and charitable organizations. Commonwealth Financial Network is a well-established firm with a strong reputation for providing comprehensive financial planning and investment management services to individuals, businesses, and non-profit organizations.
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.
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
PA
07/02/2010 - Present
Commonwealth Financial Network (Wexford PA)
PA
01/25/1995 - 07/06/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEXFORD PA)
MO
01/24/1983 - 01/30/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/24/1979 - 02/02/1983
BUTCHER & SINGER INC.
IA
Issued 07/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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