Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lakosil is a financial advisor with over 10 years of experience in the industry. Robert is registered with Northwestern Mutual Investment Services, LLC. Robert specializes in providing investment advice to individuals and corporations. Robert has a Series 7 and Series 66 license. He is also a registered Investment Advisor Representative (IAR) in California. Robert's previous employers include City National Securities, Inc. and Northwestern Mutual Investment Services, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
03/17/2021 - Present
Northwestern Mutual Investment Services, LLC (LA JOLLA CA)
CA
09/29/2016 - 02/24/2021
CITY NATIONAL SECURITIES, INC. (LA JOLLA CA)
CA
05/06/2011 - 10/03/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
01/12/2010 - 04/28/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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