Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander Solley is a financial advisor with over 30 years of experience in the industry. Robert currently works at Cetera Investment Advisers LLC, a large investment advisor with assets under management of over $100 billion. Prior to joining Cetera, Robert worked at First Allied Securities, Inc., Sanders Morris Harris Inc., Raymond James Financial Services, Inc., IFG Network Securities, Inc., Sunamerica Securities, Inc., and F.N. Wolf & Co., Inc. Robert is a Series 63, 65, 7, 24, 4, 51, 99TO, and SIE licensed advisor. Robert specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
05/12/2022 - Present
Cetera Investment Advisers LLC (ALPHARETTA GA)
GA
11/21/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ALPHARETTA GA)
GA
06/24/2003 - 11/22/2011
SANDERS MORRIS HARRIS INC. (ALPHARETTA GA)
FL
04/06/2001 - 06/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
04/01/1992 - 04/06/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
07/05/1991 - 04/01/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/03/1991 - 07/15/1991
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
08/01/1990 - 04/03/1991
F.N. WOLF & CO., INC.
IA
Issued 1/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/4/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/26/1994
Series 4 - Registered Options Principal Examination
BC
Issued 7/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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