Unclaimed
Robert Hoskin is a financial advisor registered with LPL Financial LLC and has been in the industry since October 12, 2003. Robert has an active broker-dealer and investment advisor registration. Robert is licensed to sell securities in 13 states, including West Virginia, Pennsylvania, Arizona, Connecticut, Florida, Georgia, Maryland, New Mexico, North Carolina, South Carolina, Virginia, Washington, and West Virginia. Robert previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Mercer Allied Company, L.P.
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
WV
06/07/2018 - Present
LPL Financial LLC (MORGANTOWN WV)
WV
02/24/2012 - 06/18/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MORGANTOWN WV)
PA
10/13/2003 - 02/23/2012
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Hoskin is the right advisor for you? Invested Better is here to help.