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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Menz is a financial advisor with LPL Financial LLC. Robert Joseph Menz is a registered investment advisor with the state of California and Texas. Robert Joseph Menz has been in the industry since December 16, 2006. Robert Joseph Menz has worked for National Planning Corporation and UBS Financial Services Inc. prior to joining LPL Financial LLC. Robert Joseph Menz provides financial planning, pension consulting, and educational seminars for individuals, corporations, and charitable organizations. Robert Joseph Menz is also a registered representative with FINRA.
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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CA
08/11/2020 - Present
LPL Financial LLC (FALLBROOK CA)
CA
07/14/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
10/16/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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