Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lewandowski is a financial advisor with LPL Financial LLC. Robert has been in the industry since 1993 and holds a variety of licenses and registrations, including Series 6, 7, 63, and 66. Robert Lewandowski has been with LPL Financial LLC since 2011 and previously worked with UVEST Financial Services Group, Inc. and other firms. Robert offers a range of financial planning services, including portfolio management for individuals and businesses, consulting, and other non-discretionary advisory services.
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
VA
05/02/2018 - Present
LPL Financial LLC (WINCHESTER VA)
VA
11/17/2003 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WINCHESTER VA)
NC
09/18/2001 - 10/16/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
06/14/2000 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
06/10/1999 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MA
05/01/1997 - 06/04/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/13/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/13/1993 - 04/04/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 05/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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