Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sojourner Lagrant is a financial advisor who has been working in the industry since 1998. Robert currently works at LPL Financial LLC in Milwaukee, Wisconsin. Prior to joining LPL, Robert worked at J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and H&R Block Financial Advisors, Inc. Robert holds Series 7, Series 52, Series 63, and Series 65 licenses.
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
WI
02/19/2025 - Present
LPL Financial LLC (MILWAUKEE WI)
WI
09/19/2018 - 06/03/2021
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
WI
03/13/2017 - 08/13/2018
FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)
WI
09/25/2002 - 02/07/2017
CHARLES SCHWAB & CO., INC. (MILWAUKEE WI)
MI
07/28/1998 - 10/21/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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