Unclaimed
Robert Wynn is a financial advisor with over 29 years of experience. Robert Wynn is currently registered with Cetera Investment Advisers LLC. Prior to that, Robert Wynn was registered with Securian Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and WS Griffith Securities, Inc. Robert Wynn is licensed to provide advisory services in Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Maryland, Mississippi, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont and Virginia.
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 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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