Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ashegh is a financial advisor with LPL Financial LLC in Cranston, Rhode Island. Robert has over 20 years of experience in the financial services industry. Prior to joining LPL Financial LLC, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Robert is a Registered Representative and Investment Advisor Representative. He holds Series 7, 63, and 66 licenses. Robert specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. He is committed to providing personalized advice and helping 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.
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.
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2
RI
12/04/2020 - Present
LPL Financial LLC (CRANSTON RI)
RI
09/16/2008 - 12/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
06/19/2001 - 08/25/2008
FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)
BOTH
Issued 09/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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