Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Esposito is a financial advisor with LPL Financial LLC. Robert has been in the industry since June 1993. Robert has passed the Series 6, Series 7, Series 24, Series 63 and Series 65 exams. Previously, Robert was a financial advisor for SII INVESTMENTS, INC., ROYAL ALLIANCE ASSOCIATES, INC., WADDELL & REED, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
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
NJ
02/16/2018 - Present
LPL Financial LLC (DELANCO NJ)
NJ
08/25/1998 - 02/14/2018
SII INVESTMENTS, INC. (CHERRY HILL NJ)
AZ
06/10/1996 - 08/26/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
KS
10/06/1994 - 01/19/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IN
12/13/1993 - 11/04/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/13/1993 - 11/04/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
08/21/1992 - 06/28/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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