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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 Queen is a financial advisor with Cetera Investment Advisers LLC. Robert has over 20 years of experience in the financial services industry and is committed to providing personalized investment advice to help clients achieve their financial goals. Robert has a strong understanding of investment strategies and works with clients to create customized financial plans. Robert is registered with Cetera Investment Advisers LLC and holds Series 6, 63, and 65 licenses.
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
FL
04/23/2023 - Present
Cetera Investment Advisers LLC (WEST PALM BEACH FL)
CA
10/08/2003 - 12/31/2008
WESTPORT FINANCIAL SERVICES, L.L.C. (ALISO VIEJO CA)
IN
09/18/2002 - 10/15/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
04/11/2001 - 08/14/2002
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
LA
08/01/2000 - 01/24/2001
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NY
09/26/1996 - 12/31/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 9/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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