Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Levesque is a financial professional with over 30 years of experience in the industry. Robert is registered with LPL Financial LLC and holds Series 7, 63, and 66 licenses. Robert's experience includes working with individual clients and providing financial planning services. Robert's past experience also includes working for LINSCO Financial Group, Inc. In addition to financial services, Robert also has experience in real estate sales and insurance.
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
MA
04/27/2006 - Present
LPL Financial LLC (SOMERSET MA)
NA
06/20/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Levesque is the right advisor for you? Invested Better is here to help.
