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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 E. Burns is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 2000 and has a broad range of experience in the industry. Robert is a registered investment advisor representative in Colorado and Texas. Robert holds Series 6, 7, 63, and 65 securities licenses and is also a licensed insurance agent. Robert has worked with several firms, including Charles Schwab & Co., Inc. and H. Beck, Inc., before joining Cetera Investment Advisers LLC. Robert's firm provides financial planning, portfolio management, and pension consulting services.
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
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 05/13/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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