Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thrift is a financial advisor who has been in the industry since 1995. Robert is currently registered with Cetera Investment Advisers LLC in Orlando, Florida. Robert has worked for Ameriprise Financial Services, Inc., Securian Financial Services, Inc., Waddell & Reed, Inc., IFMG Securities, Inc., Amsouth Investment Services, Inc., Pruco Securities, LLC., IDS Life Insurance Company, and American Express Financial Advisors Inc. Robert holds Series 7, 24, 63, and 66 licenses. Robert specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
ORLANDO, FL
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
FL
04/25/2023 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
07/30/2010 - 12/02/2019
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/13/2009 - 08/04/2010
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
08/09/2007 - 03/24/2009
WADDELL & REED, INC. (MAITLAND FL)
FL
11/30/2005 - 08/06/2007
IFMG SECURITIES, INC. (DELTONA FL)
AL
07/08/2004 - 11/09/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
10/16/2003 - 06/09/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
09/16/1999 - 09/25/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/26/1994 - 09/25/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 10/5/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/8/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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