Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Palkert is a financial professional with over 5 years of experience in the industry. Robert is currently registered with Principal Securities, Inc., and has prior experience with Nationwide Investment Services Corporation and Pacific Select Distributors, LLC. Robert is licensed to provide securities services in Arizona, Colorado, Montana, New Mexico, Oklahoma, Texas, Utah and Wyoming. Robert specializes in providing financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
12/13/2022 - Present
Principal Securities, Inc. (MINNETONKA MN)
AZ
11/15/2021 - 11/11/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (Scottsdale AZ)
NE
10/04/2019 - 10/29/2021
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert Palkert is the right advisor for you? Invested Better is here to help.
