Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gottschling is a financial advisor with over 39 years of experience in the industry. Robert is currently registered with Global Retirement Partners LLC and LPL Financial LLC, both of which are active in the investment industry. Robert offers various financial services such as financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Robert is also an independent investment advisor with his own firm, Global Retirement Partners 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.
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
CA
11/15/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
VA
06/01/1998 - 11/15/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
IN
01/06/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/17/1984 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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