Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eisenberg is a financial advisor at SGL Financial, LLC. Robert has over 16 years of experience in the financial services industry. Robert holds the Series 3, 6, 7, 63, 65, and 66 licenses. Robert's specialties include financial planning, portfolio management, and educational seminars. Robert is a licensed financial advisor in Illinois and Florida.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
08/12/2022 - Present
SGL Financial, LLC (Buffalo Grove IL)
IL
03/04/2022 - 07/20/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
IL
01/03/2007 - 12/31/2008
WATERSTONE FINANCIAL GROUP, INC. (BANNOCKBURN IL)
IL
02/23/2005 - 09/29/2006
NFP SECURITIES, INC. (DEERFIELD IL)
BC
Issued 04/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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