Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Franer is a financial advisor with over 39 years of experience in the financial services industry. Robert is a registered representative with LPL Financial LLC. Robert has been with LPL Financial since October 1997 and is currently licensed in Ohio and Texas. Robert holds a variety of licenses and certifications including Series 6, Series 7, Series 22, Series 24, Series 31, and 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.
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
OH
02/13/2025 - Present
LPL Financial LLC (FAYETTEVILLE OH)
MN
03/21/1984 - 10/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1984 - 10/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/21/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
03/21/1984 - 03/30/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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