Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Degroot is a financial advisor with Centaurus Financial, Inc. based in EVERETT, WA. Robert has been in the financial services industry since March 2, 1984. Robert has experience working with high-net-worth individuals and corporations. Robert specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
WA
11/23/2015 - Present
Centaurus Financial, Inc. (EVERETT WA)
WA
05/01/2009 - 12/02/2015
MIDAMERICA FINANCIAL SERVICES, INC. (EVERETT WA)
WA
08/01/2008 - 05/04/2009
POINTE CAPITAL, INC. (EVERETT WA)
WA
04/03/2006 - 08/04/2008
CHICAGO INVESTMENT GROUP, LLC (MILLCREEK WA)
CA
11/03/1999 - 04/01/2004
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
CA
12/08/1987 - 07/30/1999
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
NA
01/13/1986 - 12/02/1987
ADMIRALTY SECURITIES CORPORATION
NA
12/22/1982 - 02/10/1986
TITAN CAPITAL CORPORATION
NA
04/05/1982 - 12/13/1982
UNIVERSITY SECURITIES CORPORATION
NA
11/15/1981 - 04/19/1982
WADDELL & REED, INC.
BC
Issued 10/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/01/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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