Unclaimed
Robert James Reaume is a financial advisor with LPL Financial LLC. Robert has been working in the financial industry since November 15, 1992 and holds the Series 6, Series 63, and Series 65 licenses. Robert also has experience with New England Securities and NFP Securities, Inc.
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
MI
02/28/2013 - Present
LPL Financial LLC (SOUTHFIELD MI)
MI
07/15/1998 - 10/24/2007
NFP SECURITIES, INC. (TROY MI)
NY
11/16/1992 - 07/16/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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