Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mitsuo Williams is a financial advisor with over 26 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has been with the firm since September 2005. Before that, Robert worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Robert is a Series 7, 24, and 63 licensed professional. Robert specializes in offering a variety of financial services, including financial planning, portfolio management, and consulting. Robert primarily works with individuals and high-net-worth individuals, as well as charitable organizations, pension and profit-sharing plans, corporations, and businesses.
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
HI
09/16/2005 - Present
LPL Financial LLC (HILO HI)
MN
03/07/1996 - 09/16/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/07/1996 - 09/16/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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