Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schilling is a financial advisor with LPL Financial LLC. He has been in the financial services industry for over 40 years and has a wide range of experience. Robert is registered to provide investment advice in several states. Robert is also a registered principal and has passed several securities exams. He has been with LPL Financial LLC since 2024. Prior to joining LPL, he worked with MML Investors Services, LLC, MSI Financial Services, INC., Metropolitan Life Insurance Company, and other financial firms.
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
02/26/2024 - Present
LPL Financial LLC (AMHERST NY)
NY
03/25/2017 - 02/27/2024
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
06/22/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AMHERST NY)
NY
06/22/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AMHERST NY)
MA
01/11/2002 - 05/28/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
03/10/2000 - 12/31/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
08/08/1994 - 02/25/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
01/13/1988 - 08/04/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/27/1982 - 12/09/1987
W. S. GRIFFITH & CO., INC.
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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