Unclaimed
Bunker Wheeler Roberge is a financial advisor who has been in the industry since November 20, 2008. Currently, Bunker is associated with Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Cetera Advisors LLC. Previously, Bunker was affiliated with FIRST ALLIED SECURITIES, INC. in San Diego, CA and INVESTORS CAPITAL CORP. in Lynnfield, MA. Bunker holds the Series 7, Series 24, and SIE licenses and is registered with FINRA.
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.
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.
1
2
CO
03/24/2022 - Present
Cetera Financial Specialists LLC (GREENWOOD VILLAGE CO)
CA
03/24/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MA
11/21/2008 - 12/19/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BC
Issued 04/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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