Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Everett Kratzer is a financial advisor with LPL Financial LLC and Northeast Planning Associates, Inc. Robert has been in the financial industry since 1993 and has a wide range of experience, including investment planning, financial consulting, and retirement planning. Robert is committed to helping his clients achieve their financial goals and is a valuable resource for anyone looking for financial advice.
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
MA
07/27/2010 - Present
LPL Financial LLC (CAMBRIDGE MA)
CT
02/29/2008 - 01/20/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)
MA
12/06/2005 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
11/26/1996 - 11/14/2005
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
RI
04/07/1987 - 01/31/1992
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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