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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 James Gillette has been in the securities industry since August 22, 1966. Robert James Gillette is currently registered with Centaurus Financial, Inc. in California, Idaho, Nevada and Washington as a Registered Representative and Investment Advisor Representative. Robert James Gillette was previously registered with J.P. Turner & Company, L.L.C., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and UBS Financial Services Inc. Robert James Gillette has passed the Series 63, Series 65, Series 24, Series 4, Series 7TO, SIE, Series 5, PC and Series 1 exams and holds the Certified Financial Planner designation. Robert James Gillette specializes in Portfolio Management for Individuals and Businesses, Financial Planning and Pension Consulting.
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
03/24/2017 - Present
Centaurus Financial, Inc. (LOS ALAMITOS CA)
CA
05/22/2009 - 09/30/2015
J.P. TURNER & COMPANY, L.L.C. (LOS ALAMITOS CA)
CA
01/01/2008 - 05/26/2009
WELLS FARGO ADVISORS, LLC (LONG BEACH CA)
CA
07/21/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LONG BEACH CA)
NJ
01/31/1980 - 08/06/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
08/23/1966 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 12/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1981
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/13/1977
PC - AMEX Put and Call Exam
BC
Issued 08/19/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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