Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thompson is a financial advisor with over 30 years of experience in the industry. Robert is a Certified Financial Planner and a registered representative with Harvest Investment Services, LLC. Robert is also a licensed insurance agent. Robert has a wide range of experience working with individuals, families, and businesses. He has worked with clients to develop financial plans, manage investments, and prepare for retirement. Robert is a member of the Oak Lawn Public Library Foundation and Virtu Broadband LLC, both non-investment related organizations. Robert is a respected member of the financial community and is committed to providing his clients with the highest quality service. His professional designations include a Series 63, Series 7, and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
01/11/2024 - Present
Harvest Investment Services, LLC (Palos Hills IL)
IL
09/01/1999 - 10/09/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Palos Hills IL)
NJ
05/20/1998 - 09/17/1999
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
OH
03/31/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
09/19/1989 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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