Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kelly Weaver is a financial advisor with LPL Financial LLC based in Mooresville, North Carolina. Robert has been working in the financial industry since February 8, 1993. Robert is registered in North Carolina, Texas and 27 other states. Robert has passed the Series 7, Series 24, Series 31, Series 63 and Series 65 exams. Robert has been with LPL Financial LLC since May of 2009. Robert has previous experience with Citigroup Global Markets Inc. and Interstate/Johnson Lane Corporation. Robert's experience and education enable Robert to provide financial planning, portfolio management for individuals and businesses and pension consulting for individuals and businesses.
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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NC
09/22/2016 - Present
LPL Financial LLC (MOORESVILLE NC)
NC
01/12/1998 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)
NC
07/16/1993 - 01/07/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
02/05/1993 - 07/15/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 02/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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