Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bein is a financial advisor who has been working in the industry since 1990. He has a wide range of experience, having previously worked at BMO Harris Financial Advisors, Inc. and AXA Advisors, LLC. Currently, he is affiliated with The Huntington Investment Co. Robert Bein holds a Series 7, 6, 26, 52, and 63 licenses, as well as the SIE exam. He has an active registration with the states of Colorado, Illinois, Minnesota, Ohio, and Wisconsin. Robert is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/05/2021 - Present
THE Huntington Investment Co. (Chicago IL)
IL
12/04/2012 - 11/28/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
03/24/2009 - 12/23/2011
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
06/04/2008 - 03/25/2009
AXA ADVISORS, LLC (OAK BROOK IL)
IL
03/04/2008 - 05/23/2008
LPL FINANCIAL CORPORATION (ROSEMONT IL)
IL
03/23/2006 - 03/04/2008
IFMG SECURITIES, INC. (ROSEMONT IL)
IL
12/04/2001 - 03/20/2006
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
SC
01/04/2001 - 01/04/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
09/20/1999 - 09/15/2000
LONG GROVE TRADING CO. (BOSTON MA)
SC
09/01/1993 - 09/15/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
08/14/1991 - 09/27/1993
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NA
04/07/1989 - 09/09/1989
GARY-WHEATON INVESTMENT SERVICES, INC.
NA
01/22/1986 - 04/28/1988
FIRST INVESTORS CORPORATION
BOTH
Issued 02/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/09/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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