Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nissen is a financial professional who has been in the industry since April 15, 2024. Robert is currently registered as a Registered Representative with Cetera Investment Advisers LLC in Colorado. Robert has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Robert also has a DBA for financial services with Millennium Financial Group, and provides services to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Robert is a financial professional and offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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CO
09/19/2024 - Present
Cetera Investment Advisers LLC (Colorado Springs CO)
BC
Issued 04/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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