Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Siegrist is an investment advisor representative with Cerity Partners LLC, working out of their Denver, CO office. Robert has been in the industry since 1997 and has a background with TIAA-CREF, Charles Schwab and MML Investors Services. Robert specializes in retirement planning, estate planning, college savings, and insurance. Robert holds the Series 6, 7, 9, 10, 63, and 65 licenses. Robert is also a Certified Financial Planner.
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.
Tax services; bill pay
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.
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2
CO
10/01/2024 - Present
Cerity Partners LLC (DENVER CO)
CO
04/30/2005 - 09/04/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
05/15/1998 - 10/26/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
11/14/1997 - 12/18/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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