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 Foss is a financial advisor at LPL Financial LLC. Robert has been a financial advisor since 1988, with a focus on providing financial advice to individuals and families. Robert has experience in helping clients with a range of financial needs, including retirement planning, investment management, and insurance. He is also a Registered Investment Advisor (RIA) and holds Series 6 and 63 licenses. Robert has held positions at CETERA ADVISOR NETWORKS LLC, PRINCOR FINANCIAL SERVICES CORPORATION, CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC.. He has also served as a financial advisor for IDS MARKETING CORPORATION.
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.
1
2
MN
05/16/2022 - Present
LPL Financial LLC (PLYMOUTH MN)
MN
02/27/2009 - 06/01/2022
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
08/14/2006 - 03/04/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SAINT PAUL MN)
MN
10/17/1998 - 07/27/2006
CRI SECURITIES, LLC (ST. PAUL MN)
MN
09/13/1989 - 07/27/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
05/16/1983 - 03/23/1984
IDS MARKETING CORPORATION
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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