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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rowland is a financial advisor with LPL Financial LLC. Robert is a registered representative in Hawaii and Washington. Robert has been in the industry since July 31, 2008. Robert has experience with Edward Jones, Allstate Financial Services, LLC, and LPL Financial LLC. Robert is a Series 66, 63, 7, and 65 licensed advisor. Robert specializes in providing financial planning, investment management, and other consulting services. Robert works with individuals, corporations, and other businesses.
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
HI
12/08/2023 - Present
LPL Financial LLC (MOUNTAIN VIEW HI)
WA
09/27/2023 - 11/08/2023
LPL FINANCIAL LLC (RENTON WA)
WA
07/18/2022 - 09/16/2022
ALLSTATE FINANCIAL SERVICES, LLC (Seattle WA)
HI
11/13/2002 - 12/06/2017
EDWARD JONES (KAHULUI HI)
IA
Issued 07/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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