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 Newman is a financial advisor at LPL Financial LLC, a company with a history of serving individuals, businesses, and institutions. Robert is based in CENTENNIAL, CO and has been in the industry since 1988. Robert is registered to provide investment advice in several states, including CO and TX. Robert has a broad range of experience, having worked for various firms over the years, including Veravest Investments, Inc., CUNA Brokerage Services, Inc., Metlife Securities Inc., and Metropolitan Life Insurance Company. Robert holds several licenses and certifications, including the Series 6, 7, 63, and 65 exams. Robert offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and retirement planning.
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.
1
2
CO
09/15/2017 - Present
LPL Financial LLC (CENTENNIAL CO)
MA
07/15/1997 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
02/27/1995 - 06/18/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
08/09/1988 - 02/10/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/09/1988 - 02/10/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Newman is the right advisor for you? Invested Better is here to help.
