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 Lyublanovits is a financial advisor with over 16 years of experience. Robert has been with Raymond James & Associates, Inc. since 2011. Prior to that, Robert was a registered representative with RAYMOND JAMES FINANCIAL SERVICES, INC. from 2005 to 2011 and Franklin/Templeton Distributors, Inc. from 2005 to 2005. Robert holds the Series 6, 7, 24, and 66 licenses. Robert specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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
FL
04/29/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/09/2005 - 03/23/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
05/11/2005 - 07/13/2005
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 09/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Lyublanovits is the right advisor for you? Invested Better is here to help.
