Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Ellinger is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Robert has been in the financial industry since 2017 and holds Series 63, 65, 7TO and SIE licenses. He is a Certified Financial Planner, a registered representative of Cambridge Investment Research, Inc. and an investment advisor representative of Cambridge Investment Research Advisors, Inc. Robert has been working with Cambridge Investment Research Advisors, Inc. since 2020.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
07/20/2020 - Present
Cambridge Investment Research Advisors, Inc. (Grand Rapids MI)
BC
Issued 08/24/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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