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Robert Charles Wynn

Cetera Investment Advisers LLC

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About Robert Charles Wynn

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.

Firm Information

Robert Wynn is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Wynn’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Charles Wynn.
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