Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Eldred is an investment advisor representative at LPL Financial LLC. Robert has been in the industry since 1991. He has a Series 63 and a Series 65 license, as well as a Series 7 and a Series 24 license. Robert is a Certified Financial Planner. He specializes in retirement planning, investment planning, and insurance planning. Robert has worked at American Express Financial Advisors Inc., IDS Life Insurance Company, and LPL Financial LLC.
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
CA
05/17/2007 - Present
LPL Financial LLC (SAN FRANCISCO CA)
MN
02/13/1991 - 07/13/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/13/1991 - 07/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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