Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Innerst is a financial advisor with LPL Financial LLC. Robert has over 3 years of experience in the financial services industry. Robert is registered to offer securities and investment advice in 30 states and is licensed to provide investment advice in Ohio, Pennsylvania and Texas. Robert's professional experience includes previous roles at Ameriprise Financial Services, LLC and The York Water Company. Robert has earned several industry certifications including the Series 66, Series 7TO and SIE exams. Robert's specializations include retirement planning, college savings, insurance planning, estate planning, business planning and tax planning.
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
OH
01/14/2022 - Present
LPL Financial LLC (HARTVILLE OH)
OH
02/26/2020 - 01/07/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HARTVILLE OH)
BOTH
Issued 05/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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