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 Elstad is a financial advisor with over 20 years of experience in the industry. Robert has been registered with LPL Financial LLC since October 2023. Prior to joining LPL Financial LLC, Robert was a financial advisor with Ameriprise Financial Services, LLC for over eight years. Robert is a Series 66, Series 7 and SIE licensed advisor and is currently registered with the following states: District of Columbia, Florida, Georgia, Iowa, Maine, Maryland, Mississippi, New Jersey, New York, North Carolina, Ohio, and Virginia.
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
FL
10/31/2023 - Present
LPL Financial LLC (THE VILLAGES FL)
FL
03/02/2015 - 11/01/2023
AMERIPRISE FINANCIAL SERVICES, LLC (THE VILLAGES FL)
MN
01/01/2007 - 03/02/2015
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/16/2001 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/16/2001 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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