Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wright is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the industry since June 29, 1993. Robert holds the Series 63, 66, 7, 8, 24, and SIE licenses. Cetera Investment Advisers LLC is a Registered Investment Advisor that has been in business for 11 years. The firm offers a variety of financial planning, portfolio management, and investment advisory services. They are licensed to operate in all 50 states and are headquartered in Schaumburg, Illinois.
HIGHLANDS RANCH, CO
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (HIGHLANDS RANCH CO)
CO
03/31/2006 - 01/25/2007
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
TX
06/12/1987 - 01/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 5/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/8/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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