Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weil is an investment advisor representative at LPL Financial LLC, and has been with the firm since March 2020. Prior to joining LPL Financial LLC, Robert worked at MML Investors Services, LLC, MSI Financial Services, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Mesirow Financial, INC. Robert holds a Series 7, Series 63, and Series 65 licenses and has been in the industry since January 1989. Robert is also a registered investment advisor in the state of Illinois.
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
03/11/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 03/13/2020
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
09/08/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
05/02/2014 - 09/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
12/14/1993 - 02/04/2014
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
11/14/1991 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
NC
08/22/1989 - 11/29/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
DC
10/19/1988 - 08/22/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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