Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Regis Franskousky is a financial advisor currently registered with LPL Financial LLC in Ponte Vedra Beach, Florida. Robert is a certified financial planner and has been in the industry since 2001. Before joining LPL Financial LLC, Robert worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert's areas of specialization include Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. He is also an expert in divorce financial strategies and a licensed real estate agent.
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
FL
04/07/2021 - Present
LPL Financial LLC (PONTE VEDRA BEACH FL)
FL
06/01/2009 - 11/10/2010
MORGAN STANLEY SMITH BARNEY (PONTE VEDRA BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PONTE VEDRA BEACH FL)
FL
02/09/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PONTE VEDRA BEACH FL)
FL
12/12/2001 - 02/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
BOTH
Issued 01/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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