Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Reynolds is a financial advisor with LPL Financial LLC. Robert has been in the industry since 2008 and has a total of 15 years of experience. Robert holds the Series 66, Series 10, Series 9, Series 7 and SIE licenses. Robert also holds the Certified Financial Planner designation. Robert works in the Rochester, MN office of LPL Financial LLC.
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
MN
07/21/2021 - Present
LPL Financial LLC (ROCHESTER MN)
MN
06/01/2012 - 07/21/2021
WADDELL & REED (BYRON MN)
MN
07/18/2008 - 06/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCHESTER MN)
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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