Unclaimed
Robert Brush is a financial advisor with Cetera Investment Advisers LLC and is based in Jackson, TN. Robert has been in the financial services industry since 2011. Robert is a Registered Representative (Series 7) and a Registered Investment Advisor (Series 66). Robert holds the SIE exam and has been registered with Cetera Investment Advisers LLC since September of 2014. Robert has a long history in the industry with experience at Fifth Third Securities, Inc. and Wells Fargo Advisors, LLC. In addition to Cetera Investment Advisers LLC, Robert is registered in 13 states.
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.
1
2
TN
07/30/2023 - Present
Cetera Investment Advisers LLC (JACKSON TN)
TN
02/21/2014 - 09/08/2014
FIFTH THIRD SECURITIES, INC. (ANTIOCH TN)
TN
08/30/2011 - 02/18/2014
WELLS FARGO ADVISORS, LLC (BRENTWOOD TN)
BOTH
Issued 9/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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