Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Terrence Laufer is a financial advisor who has been in the industry since July 19, 1989. Robert currently works for LPL Financial LLC and is registered with the state of Virginia and Texas. Robert's specialties include providing financial planning, portfolio management and pension consulting to clients. Robert has experience in providing advisory services to a variety of clients including individuals, businesses, charitable organizations and pension and profit-sharing plans.
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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VA
12/13/2017 - Present
LPL Financial LLC (YORKTOWN VA)
VA
07/20/1989 - 12/13/2017
NATIONWIDE SECURITIES, LLC (YORKTOWN VA)
IA
Issued 05/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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