Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Savage is a financial advisor with LPL Financial LLC, a large financial services firm. Robert has been in the financial services industry since January 7, 2018, with a career focused on helping individuals and families plan for the future. Robert's expertise spans multiple areas of financial planning, including investment management, retirement planning, and insurance. Robert has an extensive background in the financial services industry, having previously worked with other firms such as Bankers Life Securities, Inc., HD Vest Investment Services, and Savage Law, PLC. Robert holds Series 7, 66, and SIE licenses and is registered with the states of Arizona, California, Oregon, Texas, and Washington. In addition to offering financial planning services, Robert also provides consulting and other non-discretionary advisory services.
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
AZ
03/05/2024 - Present
LPL Financial LLC (ORO VALLEY AZ)
AZ
01/08/2018 - 03/28/2023
BANKERS LIFE SECURITIES, INC. (Tucson AZ)
BOTH
Issued 01/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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