Invested Better
Unclaimed

Unclaimed

Unclaimed

Bunker Wheeler Roberge

Cetera Financial Specialists LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bunker? Claim Your Profile

About Bunker Wheeler Roberge

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.

Firm Information

Bunker Roberge is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bunker Roberge’s Registration & Firm History

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)

Not sure if Bunker Wheeler Roberge is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bunker Wheeler Roberge.
Not sure if Bunker Wheeler Roberge is right for you?