Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leibrich is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry since August 24, 1987. Robert holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Robert is a registered investment advisor in Wyoming and Texas. Robert has previously worked for CETERA Investment Services LLC, FINTEGRA, LLC, AFS Brokerage, Inc., CFS Brokerage Corp., AEGON USA Securities Inc., and Northern Trust Brokerage, Inc.
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
WY
08/01/2017 - Present
LPL Financial LLC (SHERIDAN WY)
WY
12/18/2006 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (SHERIDAN WY)
WY
02/14/2000 - 12/15/2006
FINTEGRA, LLC (SHERIDAN WY)
TX
04/20/1998 - 02/28/2000
AFS BROKERAGE, INC. (AUSTIN TX)
NY
05/12/1994 - 02/09/1998
CFS BROKERAGE CORP. (NEW YORK NY)
IA
08/15/1989 - 03/30/1994
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IL
09/29/1986 - 01/09/1989
NORTHERN TRUST BROKERAGE, INC. (CHICAGO IL)
BC
Issued 09/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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