Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Meltzer is a financial advisor with Cetera Investment Advisers LLC in Mandan, North Dakota. Robert has been in the financial services industry since February 11, 2003. Robert has experience with Securian Financial Services, Inc., Principal Securities, Inc., Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., Park Avenue Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert provides financial planning, pension consulting, and portfolio management services.
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
ND
08/10/2023 - Present
Cetera Investment Advisers LLC (MANDAN ND)
ND
10/30/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MANDAN ND)
ND
09/22/2009 - 10/26/2020
PRINCIPAL SECURITIES, INC. (BISMARCK ND)
ND
09/11/2009 - 09/23/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BISMARCK ND)
ND
04/10/2008 - 09/11/2009
UBS FINANCIAL SERVICES INC. (BISMARCK ND)
FL
07/19/2007 - 03/06/2008
PARK AVENUE SECURITIES LLC (BOCA RATON FL)
FL
01/14/2002 - 07/26/2006
METLIFE SECURITIES INC. (BOCA RATON FL)
FL
01/14/2002 - 07/26/2006
METROPOLITAN LIFE INSURANCE COMPANY (BOCA RATON FL)
IA
Issued 12/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 4/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2008
Series 7 - General Securities Representative Examination
BC
Issued 1/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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