Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Harte is a financial professional with over 38 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2013. Robert is also the Treasurer/Financial Professional for Freitas Harte Planning, LLC, a financial services firm. Robert is licensed in 27 states and holds the Series 7, Series 63, Series 24, Series 51, Series 53 and SIE licenses. Robert also holds the Uniform Investment Adviser Law Examination (Series 65) license.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (TORRANCE CA)
NA
08/20/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
06/13/1985 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
03/19/1985 - 06/25/1985
PLANVEST CAPITAL CORPORATION
IA
Issued 10/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/5/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/7/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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