Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sayer is a financial advisor registered with LPL Financial LLC in West Des Moines, IA. Robert has been in the industry since 2002 and has a background with Waddell & Reed, World Group Securities, Inc., and WMA Securities, Inc. Robert holds the Series 6, 7, 26, 63, and 66 licenses. Robert has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, investment clubs, pension and profit-sharing plans, and state or municipal government entities. Robert's specialization is in the area of financial planning, portfolio management, investment advisory services, and consulting. Robert's other business includes Robert P. Sayer, LLC and Harvest Point Wealth Management.
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
IA
07/21/2021 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
07/02/2014 - 07/21/2021
WADDELL & REED (WEST DES MOINES IA)
GA
04/13/2002 - 05/06/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/14/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 08/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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