Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eberlin is a financial advisor at Highpoint Planning Partners. Robert has been in the financial industry since 1998 and has a wide range of experience. Robert holds licenses to provide investment advisory services in Illinois and Texas. Robert is a licensed securities agent in Arkansas, California, Colorado, Florida, Illinois, Massachusetts, Missouri, North Carolina, Texas, and Wisconsin. Robert specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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
11/01/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
12/01/2005 - 06/29/2012
CCO INVESTMENT SERVICES CORP. (CHICAGO IL)
OH
01/01/2000 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
01/08/1998 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
IA
Issued 10/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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