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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 Dale Barboni is a financial advisor with over 28 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has been in the financial services industry since August 1994. Robert has a wide range of experience and holds several licenses and certifications, including Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam. Robert is also a Certified Financial Planner. Robert previously worked with Securian Financial Services, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Robert is registered in 48 states and 2 territories. Robert has a strong track record of success in helping clients achieve their financial goals.
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
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (PALM BEACH GARDENS FL)
FL
10/14/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
08/10/1994 - 10/01/2008
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
MA
08/10/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 7/6/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 8/9/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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