Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lindbloom is a financial advisor with International Assets Investment Management, LLC, located in Medford, OR. Robert has been in the financial services industry since 2005. Robert specializes in providing financial planning and investment advice to individuals and businesses. Robert also has experience in providing pension consulting services. Robert is registered with the Securities and Exchange Commission as an Investment Adviser Representative (IAR) and is licensed to sell securities in several states. Robert is a member of the Boy Scouts of America and serves as a Troup Committee Member. Robert is also a Delta Global Services airline ground crew member.
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.
1
2
OR
10/29/2019 - Present
International Assets Investment Management, LLC (Medford OR)
OR
03/26/2015 - 05/02/2019
SUMMIT BROKERAGE SERVICES, INC. (PHOENIX OR)
OR
01/22/2015 - 03/13/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MEDFORD OR)
OR
03/03/2010 - 01/21/2015
UMPQUA INVESTMENTS, INC. (PORTLAND OR)
OR
11/15/2005 - 03/04/2010
EDWARD JONES (MEDFORD OR)
IA
Issued 8/1/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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