Unclaimed
Robert John Teik is a financial advisor registered with LPL Financial LLC. Robert has been in the financial industry since 1987 and has been with LPL Financial LLC since 1997. He is licensed to provide financial advice in 18 states and holds the Series 7, Series 24 and Series 63 licenses, along with the SIE. He has been recognized as a Chartered Financial Consultant. Robert specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and selection of other advisors. He is based out of the LPL Financial LLC office in BARRINGTON, IL.
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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IL
09/22/1997 - Present
LPL Financial LLC (BARRINGTON IL)
MN
12/22/1987 - 08/04/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 01/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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