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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 Burns has been an active investment advisor for over 22 years. Robert currently works at Cetera Investment Advisers LLC, a firm that has been in business since 2002. Robert has experience working with a wide range of clients including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Robert offers a variety of services including financial planning, portfolio management, and pension consulting. Robert is licensed to practice in numerous states.
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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CO
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
10/30/2009 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
10/01/2002 - 11/04/2009
H. BECK, INC. (GREENWOOD VILLAGE CO)
TX
08/30/2000 - 05/08/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
03/28/2000 - 06/22/2000
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 5/13/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 3/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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