Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Reed is a financial professional with over 30 years of experience in the securities industry. Robert is currently registered with Cetera Investment Advisers LLC in Melville, NY. Robert has previously been registered with North Ridge Securities Corp., Descap Securities, Inc., Long Island Network Securities, Inc. and First Investors Corporation. Robert specializes in providing financial planning and investment advice to individuals, families, and businesses. Robert also offers educational seminars and selection of other advisors.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
11/15/1990 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
09/01/1987 - 11/26/1990
DESCAP SECURITIES, INC. (NEW YORK NY)
NA
05/03/1990 - 07/19/1990
LONG ISLAND NETWORK SECURITIES, INC.
NA
09/30/1983 - 08/31/1987
FIRST INVESTORS CORPORATION
BC
Issued 9/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 9/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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