Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert O'Korn is a financial advisor with over 20 years of experience. He is registered with LPL Financial LLC, a leading independent broker-dealer, and offers a range of financial services to individuals, families, and businesses. Robert has a strong background in investment planning, retirement planning, and wealth management, and he is committed to providing his clients with personalized financial advice.
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
PA
02/22/2024 - Present
LPL Financial LLC (CANONSBURG PA)
PA
01/16/2009 - 02/23/2024
CETERA ADVISOR NETWORKS LLC (CANONSBURG PA)
IL
06/27/2003 - 01/20/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
05/28/1999 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
01/01/1999 - 02/04/1999
PACIFIC CONTINENTAL SECURITIES CORPORATION (BEVERLY HILLS CA)
BC
Issued 01/30/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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