Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Davis is a financial advisor with Cetera Investment Advisers LLC in WINTER PARK, FL. Robert has been in the industry since 1993 and has a strong track record of providing financial advice to individuals and families. He is registered with FINRA and the state of Florida and has Series 7, 31, 63, and 65 licenses. Robert specializes in financial planning, portfolio management, and insurance sales. Robert also offers educational seminars and fixed insurance sales.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (WINTER PARK FL)
FL
07/19/2012 - 06/14/2021
VOYA FINANCIAL ADVISORS, INC. (WINTER PARK FL)
FL
01/29/2009 - 07/18/2012
BROKERSXPRESS LLC (WINTER PARK FL)
FL
07/01/2003 - 01/30/2009
WACHOVIA SECURITIES, LLC (ORLANDO FL)
NY
03/27/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
10/29/1993 - 03/27/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/18/1993 - 12/21/1993
LUX INVESTOR SERVICES CORPORATION
CA
10/01/1993 - 10/30/1993
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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