Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davis is a financial advisor with Cetera Investment Advisers LLC. Robert has been working in the financial services industry since June 10, 1986. Robert has experience working with clients including individuals, high net worth individuals, corporations, and pension plans. Robert is registered with the state of Illinois and Texas. Robert has also worked for VOYA FINANCIAL ADVISORS, INC. and JOHN HANCOCK DISTRIBUTORS, INC.
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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IL
06/29/2023 - Present
Cetera Investment Advisers LLC (OLYMPIA FIELDS IL)
IL
01/29/1998 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (OLYMPIA FIELDS IL)
MA
06/11/1986 - 07/14/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/11/1986 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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