Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Merrill is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Robert has over 40 years of experience in the securities industry. Robert is currently registered as an investment advisor representative in Texas and Utah, and has held past registrations in several other states including Arizona, California, Colorado, Florida, Idaho, Illinois, Maine, Massachusetts, Nevada, New Mexico, Texas, Utah, Virginia, Washington, and Wyoming. Robert holds the Series 6, 7, 22, 26, 62, 63, and 65 licenses as well as the SIE exam. Prior to Cetera Investment Advisers LLC, Robert worked at Cetera Advisor Networks LLC and Financial Network Asset Management, LLC. Robert Merrill is also an active real estate owner in Gilbert, Arizona.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (SALT LAKE CITY UT)
AZ
01/19/1995 - 01/18/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
08/27/1992 - 01/27/1995
ASSOCIATED SECURITIES CORP. (BOSTON MA)
KS
03/09/1989 - 09/02/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
06/01/1981 - 12/31/1988
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/30/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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