Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Eberhardt is a financial advisor with over 28 years of experience in the industry. Robert is currently registered with Principal Securities, Inc. in North Carolina. Robert has also been previously registered with several other firms including Farmers Financial Solutions, LLC, National Planning Corporation, ABN AMRO Investment Services, Inc., Ameritas Investment Corp., Harris Investors Direct, Inc., First Chicago NBD Investment Services, Inc., Invest Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert is a Certified Financial Planner and has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Robert has also been involved with several other businesses, including K2K Associates, where Robert provided business consulting and IT consulting 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
NC
05/15/2024 - Present
Principal Securities, Inc. (DENVER NC)
IL
12/16/2008 - 12/15/2011
FARMERS FINANCIAL SOLUTIONS, LLC (DOWNERS GROVE IL)
CA
11/20/2000 - 10/15/2008
FARMERS FINANCIAL SOLUTIONS, LLC (AGOURA HILLS CA)
CA
05/08/2000 - 08/23/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IL
10/18/1999 - 04/25/2000
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NE
10/21/1998 - 10/28/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
10/19/1998 - 10/26/1999
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
IL
10/24/1996 - 10/02/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
WI
11/17/1994 - 10/04/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
07/18/1994 - 11/21/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/1994 - 11/21/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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