Unclaimed
Robert Lemberger is a financial professional with over 29 years of experience in the industry. Robert is currently registered with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Robert has a broad range of experience, having worked at several firms including Kemper Clearing Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert holds Series 6, 7, 26 and 63 securities licenses and the SIE exam.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
02/14/1996 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
08/25/1993 - 06/03/1994
KEMPER CLEARING CORP. (MILWAUKEE WI)
MA
04/22/1993 - 06/07/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/22/1993 - 06/07/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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