Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Tressler is an active investment advisor representative and registered principal. Robert has been in the industry for over 5 years, and holds Series 4, 7TO, 24, 65 and 66 licenses. Robert currently works at Cetera Investment Advisers LLC, and has previously worked at firms such as Robinhood Financial, LLC, J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
Erie, CO
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
CO
04/29/2024 - Present
Cetera Investment Advisers LLC (Erie CO)
CO
06/12/2020 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
IL
04/09/2019 - 12/04/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
12/07/2018 - 03/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IA
Issued 3/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 1/4/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2021
Series 4 - Registered Options Principal Examination
BC
Issued 5/1/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/7/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/7/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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