Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Felix is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial industry since 2000. He holds FINRA licenses Series 7, 24, 52, 53, 63 and 65. Robert has been registered with Cetera Investment Advisers LLC since June 2023. He was previously registered with TD Ameritrade, Inc. from February 2018 to August 2018. Prior to that, he was registered with Scottrade, Inc. from June 2007 to February 2018.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (SARTELL MN)
MN
02/26/2018 - 08/24/2018
TD AMERITRADE, INC. (ST. CLOUD MN)
MN
06/22/2007 - 02/26/2018
SCOTTRADE, INC. (ST. CLOUD MN)
MN
06/28/2004 - 06/21/2007
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
03/29/2004 - 06/21/2007
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
03/29/2004 - 06/21/2007
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
PA
03/25/2003 - 03/30/2004
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
TX
04/19/2002 - 03/07/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
07/14/2000 - 03/07/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 8/4/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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