Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wynn has been an active investment professional since 1994. Currently, Robert is an Investment Advisor Representative registered with Cetera Investment Advisers LLC. Robert Wynn is also registered with the following firms: Securian Financial Services, Inc. and MML Investors Services, LLC.
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
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (MORRISTOWN NJ)
NJ
07/11/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Morristown NJ)
NJ
03/25/2017 - 07/19/2017
MML INVESTORS SERVICES, LLC (ROSELAND NJ)
NJ
10/26/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROSELAND NJ)
NJ
10/26/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
CT
05/11/1994 - 10/24/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 7/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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