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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Eckhardt is a financial advisor with over 20 years of experience in the industry. He is currently registered with LPL Financial LLC. Robert John Eckhardt holds the Series 6, 7, 24, 63, and 65 licenses and has a Certified Financial Planner designation. Robert John Eckhardt is also registered in 18 states. Robert John Eckhardt previously worked with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED.
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
NY
08/03/2021 - Present
LPL Financial LLC (MELVILLE NY)
NY
10/31/2008 - 09/10/2019
SAGEPOINT FINANCIAL, INC. (MELVILLE NY)
NY
11/28/2000 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MELVILLE NY)
CT
12/23/1999 - 12/19/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 07/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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