Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bodnar is a financial advisor with over 29 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Prior to joining Cetera Investment Advisers LLC, Robert worked at Wesbanco Securities, Inc., Cetera Investment Services LLC, Infinex Investments, Inc., Essex National Securities, LLC, LPL Financial LLC, UVEST Financial Services Group, Inc., Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., NatCity Investments, Inc., NatCity Insurance Services, Inc., Allegheny Investments, Ltd., and Penn Capital Financial Services, Inc. Robert has a broad range of experience in the financial services industry and is well-equipped to provide financial advice to individuals, corporations, and other entities. Robert is a Series 4, 7, 63, and 65 licensed professional.
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
PA
11/02/2023 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
01/14/2021 - 07/08/2022
WESBANCO SECURITIES, INC. (Pittsburgh PA)
PA
10/17/2016 - 12/18/2020
CETERA INVESTMENT SERVICES LLC (PITTSBURGH PA)
PA
10/14/2015 - 10/04/2016
INFINEX INVESTMENTS, INC. (Leechburg PA)
PA
04/01/2013 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (LEECHBURG PA)
PA
10/11/2011 - 04/08/2013
LPL FINANCIAL LLC (MONROEVILLE PA)
PA
11/27/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PITTSBURGH PA)
PA
07/31/2007 - 11/26/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
11/01/2004 - 07/31/2007
RYAN BECK & CO. (PITTSBURGH PA)
OH
07/21/2000 - 11/18/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/21/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
PA
04/05/1995 - 07/17/2000
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
06/04/1993 - 04/10/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
IA
Issued 6/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/4/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/8/1998
Series 4 - Registered Options Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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