Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Liebman is a financial advisor at Equity Services, Inc. Robert has been in the industry for over 30 years, with experience at firms such as Mutual of Omaha Investor Services, Inc. and MML Investors Services, LLC. Robert holds a variety of licenses, including Series 7, 6, 63, and 65, and is also a registered principal. Robert specializes in financial planning, pension consulting, and portfolio management for individuals. Robert's clients include individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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2
FL
08/03/2022 - Present
Equity Services, Inc. (BOCA RATON FL)
NC
11/12/2021 - 08/05/2022
INNOVATION PARTNERS LLC (CHARLOTTE NC)
FL
01/16/2018 - 09/30/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (TAMPA FL)
FL
09/09/2016 - 12/12/2017
MML INVESTORS SERVICES, LLC (PALM BEACH GARDENS FL)
FL
04/11/2013 - 01/12/2016
SAGEPOINT FINANCIAL, INC. (PALM BEACH GARDENS FL)
FL
04/19/1990 - 02/11/2013
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
03/07/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
IA
Issued 01/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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