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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Balmer is an investment advisor representative at Cetera Investment Advisers LLC in Columbia, South Carolina. Robert has been in the securities industry since January 4, 2002. Robert has passed the Series 6, 7, and 63 exams, along with the SIE and Series 65 exams. Robert has been registered with Cetera Investment Advisers LLC since June 29, 2023. Prior to this, Robert was registered with VOYA FINANCIAL ADVISORS, INC. in West Columbia, South Carolina. Robert also has experience with Lincoln Financial Securities Corporation, THE O.N. EQUITY SALES COMPANY, NATIONWIDE SECURITIES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Robert's specializations include retirement planning, college savings, estate planning, insurance planning, and business planning.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (Columbia SC)
SC
02/05/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (West Columbia SC)
SC
08/29/2013 - 02/23/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
OH
02/25/2004 - 12/31/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
08/25/2003 - 12/31/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
07/24/2002 - 05/01/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NJ
02/26/1990 - 03/04/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/26/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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