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 over 20 years of experience in the industry. Robert is registered as an investment advisor representative and securities agent in several states, including Minnesota, Florida, Arizona and more. Robert is currently affiliated with Cetera Investment Advisers LLC in Sartell, Minnesota. Robert specializes in providing financial planning and portfolio management services for individuals, businesses, and retirement plans.
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 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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