Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sikorski is a financial advisor with over 12 years of experience in the financial services industry. Robert is registered with LPL Financial LLC and holds the Series 7, Series 66, and SIE licenses. Robert has worked for Ameriprise Financial Services, LLC, Pruco Securities, LLC, and Sigma Financial Corporation in the past. Robert currently holds registrations in Texas and Colorado and is also registered as an investment advisor in Colorado and Texas. Robert is a Certified Financial Planner and offers a range of financial planning services, including portfolio management, retirement planning, and insurance planning. Robert is committed to providing personalized financial advice to help his clients achieve their financial goals.
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
CO
05/16/2023 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
01/04/2022 - 05/16/2023
SIGMA FINANCIAL CORPORATION (Lone Tree CO)
CO
02/19/2014 - 01/06/2022
AMERIPRISE FINANCIAL SERVICES, LLC (DENVER CO)
CO
08/29/2011 - 02/18/2014
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
10/14/2010 - 02/11/2011
AMERIPRISE FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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