Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Goldstein is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC and has been with the firm since September 2004. Robert has held previous roles with various financial institutions, including The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., MONY Securities Corp., and The Mutual Life Insurance Company of New York. Robert holds a Series 6, 63, and 65 license and is a registered investment advisor in New Jersey.
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
NJ
01/26/2007 - Present
LPL Financial LLC (FAIRFIELD NJ)
IN
05/04/1995 - 10/08/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/04/1995 - 06/17/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
AZ
11/11/1994 - 04/25/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
08/28/1990 - 11/18/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
04/30/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 01/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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