Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Liptak is an experienced financial professional with over 15 years in the industry. Robert has a comprehensive understanding of the financial markets, specializing in investment company products and variable contracts. Robert is currently a Registered Representative with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Previously, Robert worked for TD Ameritrade, Inc., Lockton Financial Advisors, LLC, and Fidelity Brokerage Services LLC. Robert is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
03/02/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
09/21/2018 - 10/20/2021
TD AMERITRADE, INC. (Southlake TX)
TX
07/24/2013 - 08/15/2018
LOCKTON FINANCIAL ADVISORS, LLC (DALLAS TX)
TX
06/01/2010 - 07/23/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 12/14/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/07/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 12/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Liptak is the right advisor for you? Invested Better is here to help.
