Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Beisel has been a financial advisor for over 20 years. Robert has experience with Cetera Investment Advisers LLC, First Allied Securities, Inc., and J.P. Morgan Securities LLC. Robert is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Robert provides financial planning and portfolio management services to individuals, businesses, pension and profit sharing plans, and charitable organizations. Robert is committed to providing clients with personalized advice and service, helping them achieve their financial goals.
HILLIARD, OH
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (HILLIARD OH)
CA
10/26/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
OH
10/01/2012 - 10/16/2021
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
11/20/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DUBLIN OH)
OH
06/21/2002 - 11/13/2006
THRIVENT INVESTMENT MANAGEMENT INC. (HILLIARD OH)
BOTH
Issued 5/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 5/5/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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