Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grady Queen is an Investment Advisor Representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry for over 25 years. Robert has been registered with Cetera Investment Advisers LLC since 2013. Prior to that, Robert was employed by Cetera Advisor Networks LLC. Robert also has prior experience with Westport Financial Services, L.L.C., Jefferson Pilot Securities Corporation, Goldk Investment Services, Inc and Pan-American Financial Advisers. Robert is a Registered Representative of Cetera Advisor Networks LLC. Robert is also registered as an Investment Advisor Representative in California and Florida. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Robert is also a Senior Vice President at HUB International and provides services to 401(k) employee benefits clients.
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
CA
04/23/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
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 09/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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