Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weilbacher is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Plano, TX. Prior to joining LPL Financial LLC, Robert worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Olde Discount Corporation. Robert is a licensed Series 7, 24, 52, 63 and 65 registered representative and holds the SIE designation. Robert is a dedicated financial advisor who helps clients achieve their financial goals.
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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TX
03/06/2009 - Present
LPL Financial LLC (PLANO TX)
TX
08/16/2000 - 03/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
MI
03/03/2000 - 08/11/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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