Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vincic is a financial advisor with Alight Financial Advisors, LLC in Lincolnshire, Illinois. Robert has been in the industry since at least 2013. He has a Series 65 license. Robert’s firm provides advisory services including financial planning, educational seminars, and portfolio management for individuals. Alight Financial Advisors, LLC is a large firm with over $10 billion to $50 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
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IL
02/02/2016 - Present
Alight Financial Advisors, LLC (Lincolnshire IL)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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