Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd Borchardt is an investment advisor representative with Sage Private Wealth Group, LLC, which is located in Oakbrook Terrace, Illinois. Robert Lloyd Borchardt has been in the industry since 1990. Robert Lloyd Borchardt has worked at several firms, including RayRaymond James Financial Services, Inc. and Robert Thomas Securities, Inc. Robert Lloyd Borchardt is registered with the state of Illinois as an Investment Advisor Representative (IAR). Robert Lloyd Borchardt has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the General Securities Representative Examination (Series 7), the Futures Managed Funds Examination (Series 31), the General Securities Sales Supervisor Examination (Series 8), and the Securities Industry Essentials Examination (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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/06/2016 - Present
Sage Private Wealth Group, LLC (OAKBROOK TERRACE IL)
IL
01/04/1999 - 10/05/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
FL
09/08/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
10/22/1990 - 09/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Borchardt is the right advisor for you? Invested Better is here to help.
