Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Petersen has been a financial advisor for over 45 years. Robert is currently registered with LPL Financial LLC in Pepper Pike, OH. Previously Robert was registered with Mutual Service Corporation, NWNL Management Corporation, IDS Life Insurance Company, IDS Marketing Corporation and IDS/American Express Inc. Robert has experience in providing financial advice to individuals, families, and businesses. He offers a variety of financial services, including financial planning, investment management, and insurance. Robert is committed to helping his clients 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
OH
01/24/2017 - Present
LPL Financial LLC (PEPPER PIKE OH)
OH
12/04/1984 - 09/08/2009
MUTUAL SERVICE CORPORATION (PEPPER PIKE OH)
CT
08/12/1986 - 05/25/1990
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
06/05/1975 - 12/27/1984
IDS LIFE INSURANCE COMPANY
NA
06/05/1975 - 12/27/1984
IDS MARKETING CORPORATION
NA
06/05/1975 - 12/27/1984
IDS/AMERICAN EXPRESS INC.
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/30/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/22/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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