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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Widman has been in the financial services industry since May 1995. Robert Widman is currently registered with Lasalle ST. Investment Advisors, LLC as an Investment Advisor Representative in California, Illinois, Texas and Wisconsin. Robert Widman is also a registered Investment Advisor Representative in Florida, Illinois, Indiana, Ohio, Texas and Wisconsin. Before working with Lasalle ST. Investment Advisors, LLC, Robert Widman worked with H&R Block Financial Advisors, Inc., Access Financial Group, Inc., H.J. Meyers & Co., Inc., Joseph Roberts & Co., Inc. and Gruntal & Co. Incorporated. Robert Widman has a Series 7, Series 63, Series 65 and SIE license. Robert Widman specializes in portfolio management for individuals, financial planning and pension consulting.
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.
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.
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2
IL
01/17/2025 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
MI
04/23/2001 - 09/08/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
09/08/1997 - 04/18/2001
ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)
NY
10/12/1995 - 09/08/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
FL
05/11/1995 - 09/12/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
NY
03/13/1995 - 03/14/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
CO
01/27/1995 - 02/24/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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