Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Stites is an investment advisor representative for LPL Financial LLC. Robert has been in the financial industry for over 30 years and has experience working with a variety of clients, including individuals, families, and small businesses. Robert is registered with the state of Michigan and Florida and holds Series 6, 7, 63, and 65 licenses. Robert is dedicated to providing personalized financial advice and helping clients reach their financial goals. He is committed to building long-term relationships with his clients and providing them with the guidance they need to make informed financial decisions.
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
MI
02/14/2018 - Present
LPL Financial LLC (ANN ARBOR MI)
MI
02/05/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (ANN ARBOR MI)
MI
03/20/1997 - 02/10/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ANN ARBOR MI)
NE
01/27/1992 - 03/28/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 05/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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