Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Borchardt is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Robert's previous experience includes roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Banc One Securities Corporation. Robert holds licenses in 17 states. He is a licensed agent in Arizona, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Iowa, Michigan, Missouri, New York, Texas, Utah, West Virginia, and Wisconsin.
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
IL
02/07/2022 - Present
LPL Financial LLC (WOODRIDGE IL)
IL
10/01/2012 - 02/08/2022
J.P. MORGAN SECURITIES LLC (PLAINFIELD IL)
IL
12/07/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JOLIET IL)
IL
07/06/2005 - 06/13/2006
CHASE INVESTMENT SERVICES CORP. (OSWEGO IL)
IL
07/30/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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