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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 Craig Balmer is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 2002 and has experience working with a variety of clients, including individuals, corporations, and institutions. Robert has a strong track record of success in providing investment advice and financial planning services. Robert is registered to offer advisory services in the state of South Carolina.
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.
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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 6/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 7/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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