Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sanfilippo is a financial advisor registered with LPL Financial LLC. Robert has been in the industry since June 9, 2010. Robert has a Series 7, 7A, and SIE license. Robert holds current registrations for RA, as well as state registrations in Arizona, Colorado, Illinois, Indiana, Michigan, Missouri, North Carolina, Tennessee, and Wisconsin. Robert has previously worked for Dougall & Associates Inc., Wayne Hummer Investments LLC and was previously retired. Robert is also involved in other business activities including 55 Skyhigh LLC- Real Estate Rental- INV Related- At Illinois- Start date 01/01/2010 and Wintrust Investments- DBA for LPL Business (entity for LPL business)- INV Related- At NEW LENOX, IL- Start date 09/03/2024- 160 Hours Per Month- 160 Hours During Trading.
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
IL
01/23/2025 - Present
LPL Financial LLC (NEW LENOX IL)
IN
07/14/2008 - 08/10/2015
DOUGALL & ASSOCIATES INC. (SAINT JOHN IN)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1997
Series 7A - Floor Broker Representative Exam
Active
Inactive
F
FINRA
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