Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Abraham is a financial advisor with over 15 years of experience in the industry. Robert is a registered representative with LPL Financial LLC and holds a Series 7, Series 24, and Series 66 license. Robert has worked with a variety of clients including individuals, families, businesses, and retirement plans. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Robert is also experienced in insurance and has worked as an independent insurance agent.
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.
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2
MI
05/19/2023 - Present
LPL Financial LLC (ROCHESTER MI)
MI
09/15/2022 - 05/19/2023
SIGMA FINANCIAL CORPORATION (Rochester MI)
MI
09/22/2014 - 09/22/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TROY MI)
MI
03/18/2008 - 09/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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