Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Howard Sager is a financial advisor with over 25 years of experience in the financial services industry. Robert is currently registered with LPL Financial LLC, providing financial planning and investment management services to individuals, families, and businesses. Robert has a wide range of experience in the financial services industry, having previously worked for Mutual Service Corporation, FFP Securities, Inc., and Tri-Merica Securities Corporation. Robert also holds licenses for a variety of financial products, including securities, life insurance, and health 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
FL
10/13/2016 - Present
LPL Financial LLC (FORT MYERS FL)
FL
01/03/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (FORT MYERS FL)
FL
10/23/1997 - 12/31/2006
FFP SECURITIES, INC. (FT.MYERS FL)
IL
03/24/1995 - 10/29/1997
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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