Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert W. Symonds is a financial advisor registered with LPL Financial LLC and has been in the industry since June 12, 2008. Robert is a CERTIFIED FINANCIAL PLANNER™ professional. He is registered with the state of Maryland and Texas as an investment advisor representative. Robert has a wide range of experience in the financial services industry, having previously worked with firms such as OSAIC FA, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Robert has passed the Series 66, SIE, and Series 7 exams. Robert's business focuses on individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, investment clubs, and state or municipal government entities. Robert is licensed to offer investment advice in several states, including California, Colorado, Delaware, District of Columbia, Florida, Georgia, Iowa, Maryland, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, and Washington.
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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2
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
08/11/2011 - 08/15/2024
OSAIC FA, INC. (ELLICOTT CITY MD)
MD
10/05/2005 - 12/01/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
MD
10/05/2005 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
BOTH
Issued 04/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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