Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Magee is a registered investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the securities industry since 1983 and has held previous positions with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Waddell & Reed, Inc. Robert holds Series 63, 65, 7 and SIE licenses and is registered in Arizona, California, Florida, Georgia, Idaho, Pennsylvania, Texas and Utah. Robert is also an insurance agent and the President and sole shareholder of Family Financial Physicians LLC.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (LOWER BURRELL PA)
PA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (TARENTUM PA)
NY
02/05/1992 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/24/1983 - 02/04/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/23/1983 - 11/07/1983
WADDELL & REED, INC.
IA
Issued 4/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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