2010 -now Financial Advisor and Registered Principal LPL Financial @
2009 -now Registered Representative @
1996 -now CERTIFIED FINANCIAL PLANNERâ„¢ Professional @ Independent Agent
1991 -1996 Branch Securities and Broker @
1983 -1991 Equity Coordinator Agent @
1980 -1983 Association Group Representative @
Robert Beswick Education
University of Oregon
B.S. (Business Administration)
1972-1975
Oregon State University
(Under Graduate Work)
1971-1972
Robert Beswick Skills
Equities
Wealth Management
Financial Advisory
Strategic Financial Planning
Investments
Health Insurance
Employee Benefits
Finance
401k
Strategic Planning
Disability Insurance
Insurance
Retirement Planning
Securities
Life Insurance
Mutual Funds
Robert Beswick Summary
Robert Beswick, based in West Linn, OR, US, is currently a Registered Representative at LPL Financial. Robert Beswick brings experience from previous roles at PREISZ Financial, Independent Agent, Pacific Life and MassMutual Financial Group. Robert Beswick holds a 1972 - 1975 B.S. in Business Administration @ University of Oregon. With a robust skill set that includes Equities, Wealth Management, Financial Advisory, Strategic Financial Planning, Investments and more. Robert Beswick has 3 emails and 2 mobile phone numbers on RocketReach.
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