Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blazejewski is a financial advisor with over 25 years of experience in the industry. Robert has a Series 6, 7, 63, and 65 license and holds a Certified Financial Planner designation. Robert is currently registered with LPL Financial LLC and has previous experience with Broker Dealer Financial Services Corp., CUSO Financial Services, L.P., Investment Centers of America, Inc., U.S. BANCORP INVESTMENTS, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Robert serves clients in a variety of locations throughout Iowa, Illinois, and other states.
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
IA
05/14/2018 - Present
LPL Financial LLC (DAVENPORT IA)
IL
04/18/2013 - 05/14/2018
BROKER DEALER FINANCIAL SERVICES CORP. (MILAN IL)
OR
06/01/2010 - 04/18/2013
CUSO FINANCIAL SERVICES, L.P. (SPRINGFIELD OR)
IL
08/07/2009 - 06/02/2010
INVESTMENT CENTERS OF AMERICA, INC. (MOLINE IL)
IL
12/08/2005 - 09/10/2007
U.S. BANCORP INVESTMENTS, INC. (ROCK ISLAND IL)
IA
04/18/1996 - 10/24/2005
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
01/01/1994 - 10/25/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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