Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ross Straka is a financial advisor with over 40 years of experience in the financial services industry. Robert is registered with LPL Financial LLC and holds a Series 7, Series 63, and Series 24 license. Robert has experience in providing a variety of financial services, including investment advice, financial planning, and retirement planning. Robert has also worked with a number of different financial institutions, including Cetera Advisors LLC, Amerisouth Investment Services, Inc., and Lincoln Financial Advisors Corporation. Robert is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
AL
06/06/2018 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
06/02/2005 - 06/07/2018
CETERA ADVISORS LLC (BIRMINGHAM AL)
AL
04/29/2004 - 05/13/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
CT
05/14/2002 - 04/30/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CO
12/17/2002 - 04/20/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IN
06/30/1994 - 05/15/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/30/1994 - 05/15/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
08/19/1988 - 06/01/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
05/07/1987 - 08/20/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
NA
09/26/1986 - 05/15/1987
MONY SECURITIES CORP.
NA
11/11/1980 - 03/10/1982
DAS A. BORDEN & ASSOCIATES
NA
10/12/1978 - 12/15/1980
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
03/07/1969 - 11/21/1971
CG EQUITY SALES COMPANY
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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