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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lassek is a financial advisor who has been in the industry since March 28, 2008. Robert has been registered with LPL Financial LLC since September 26, 2016. Prior to that, Robert was registered with Wells Fargo Advisors, LLC, First Clearing, LLC, and Tradeking. Robert is licensed in South Carolina and North Carolina. He is a Series 66, 63, 53, 4, 24, 52TO, 99TO, SIE, and 7 licensee. Robert is a specialist in various financial areas including retirement planning, investment advisory, and portfolio management. Robert's primary business focus is to provide individuals, families, and businesses with financial advice.
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
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/09/2013 - 05/09/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
09/26/2012 - 10/09/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
12/19/2007 - 07/05/2012
TRADEKING (CHARLOTTE NC)
BOTH
Issued 03/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2008
Series 4 - Registered Options Principal Examination
BC
Issued 04/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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