Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Baldacci is a financial advisor with Cetera Investment Advisers LLC, located in Monterey, CA. Robert has over 20 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative, holding Series 7, 26, 52 and 63 licenses, as well as the Series 65 license and the SIE exam. Robert provides financial planning, investment management, and retirement planning services to individuals and businesses. Prior to joining Cetera Investment Advisers LLC, Robert worked for JPMorgan Securities LLC, Chase Investment Services Corp, Banc of America Investment Services, Inc., Wachovia Securities, LLC, Atlas Securities, LLC, Citigroup Investment Services, WM Financial Services, Inc., Edward Jones, and Olde Discount Corporation. Robert also owns and operates Robert D Baldacci, Inc. which is a corporation for expense management of his securities business.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (MONTEREY CA)
CA
10/01/2012 - 05/17/2021
J.P. MORGAN SECURITIES LLC (MONTEREY CA)
CA
05/15/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PACIFIC GROVE CA)
CA
11/24/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONCORD CA)
CA
02/01/2007 - 11/07/2008
WACHOVIA SECURITIES, LLC (EL CAJON CA)
CA
10/12/2005 - 02/01/2007
ATLAS SECURITIES, LLC (EL CAJON CA)
NY
04/21/2003 - 10/26/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/23/2000 - 04/15/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
10/20/1998 - 12/06/1999
EDWARD JONES (ST. LOUIS MO)
MI
05/27/1998 - 10/28/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/4/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 5/26/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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