Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Miles Saunders is a financial advisor currently affiliated with LPL Financial LLC. Robert has been in the financial services industry since May 1998. Robert has Series 6, 7, and 63 licenses. Robert is registered to offer securities in 20 states and is registered with FINRA. Robert was previously affiliated with OSAIC WEALTH, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC.
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.
1
2
NJ
07/01/2024 - Present
LPL Financial LLC (WESTFIELD NJ)
NJ
11/29/2006 - 07/05/2024
OSAIC WEALTH, INC. (WESTFIELD NJ)
NJ
05/29/1998 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (WESTFIELD NJ)
BC
Issued 04/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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