Unclaimed
Robert Krage is a financial advisor at Cetera Investment Advisers LLC. Robert has been in the industry since April 2007. Cetera Investment Advisers LLC is a registered investment advisor with offices in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Cetera Investment Advisers LLC has $104,468,595,111 in assets under management. Robert is licensed to provide financial advice in Arizona, California, Colorado, Connecticut, Maryland, Oregon and Washington.
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.
1
2
OR
06/19/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
04/27/2007 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 6/2/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/7/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/3/2015
Series 24 - General Securities Principal Examination
BC
Issued 3/2/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 4/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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