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 advisor who has been active in the industry since 1983. Robert is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2019. Before Cetera Investment Advisers LLC, Robert was affiliated with North Ridge Securities Corp. Robert is registered in several states including New York, Texas, Florida, Georgia, and Maryland. Robert provides a range of financial services, including financial planning, portfolio management, and educational seminars. Robert has a strong track record of success in the financial services industry, and he is committed to helping his clients achieve their financial goals.
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 09/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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