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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boris Geller is an investment advisor representative at Arete Wealth Advisors, LLC. Robert has been in the industry since 2014 and has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Arete Wealth Advisors, LLC specializes in financial planning, portfolio management, and pension consulting. Robert also has experience in non-discretionary investment advice regarding securities of affiliates of Masterworks.io, LLC, and long-term care insurance, QLACs, and annuities.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
03/17/2020 - Present
Arete Wealth Advisors, LLC (Park Ridge IL)
IL
11/08/2017 - 03/12/2020
SECURITIES AMERICA, INC. (PARK RIDGE IL)
IL
06/21/2016 - 10/23/2017
PFS INVESTMENTS INC. (DES PLAINES IL)
IL
05/23/2014 - 12/08/2014
ARETE WEALTH MANAGEMENT, LLC (SCHAUMBURG IL)
IL
08/15/2011 - 03/14/2013
MORGAN STANLEY (RIVERWOODS IL)
NA
08/26/1991 - 09/13/1991
THOMAS JAMES ASSOCIATES, INC.
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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