Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Aubrey Hart is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the industry since 2003 and is registered in Alabama, Florida, Mississippi, New York and South Carolina. Robert has experience working with a number of firms including Investment Professionals, Inc., Raymond James & Associates, Inc., and Morgan Keegan & Company, Inc. Robert provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.
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
AL
05/09/2018 - Present
Cetera Investment Advisers LLC (GULF SHORES AL)
AL
03/20/2015 - 05/04/2018
INVESTMENT PROFESSIONALS, INC. (FAIRHOPE AL)
AL
02/13/2013 - 03/19/2015
RAYMOND JAMES & ASSOCIATES, INC. (MOBILE AL)
AL
09/01/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MOBILE AL)
TN
01/14/2008 - 12/31/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
11/19/2004 - 11/03/2006
PFIC SECURITIES CORPORATION (FRANKLIN TN)
TN
02/20/2003 - 09/13/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
07/17/2001 - 05/28/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MN
08/30/2000 - 06/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/30/2000 - 06/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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