Unclaimed
Robert Condron is a financial advisor with Cetera Investment Advisers LLC based in Fort Mill, SC. Robert has been in the financial services industry for over 30 years. Robert is a Certified Financial Planner (CFP®) and holds licenses in Series 6, 7, 24, 63, and 65. Robert specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Cetera Investment Advisers LLC is a registered investment advisor and provides financial planning and investment management services to individuals, families, and businesses.
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.
1
2
SC
03/21/2024 - Present
Cetera Investment Advisers LLC (FORT MILL SC)
SC
10/31/2006 - 11/08/2019
AVANTAX INVESTMENT SERVICES, INC. (Fort Mill SC)
SC
05/03/2006 - 11/01/2006
OGILVIE SECURITY ADVISORS CORPORATION (COLUMBIA SC)
CA
01/07/2005 - 04/18/2006
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MA
09/11/2002 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
CO
01/30/2001 - 07/03/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
04/29/1999 - 01/25/2001
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
OH
09/08/1997 - 03/26/1999
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
CO
01/31/1997 - 09/10/1997
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
05/20/1994 - 01/21/1997
MANEQUITY, INC. (BOSTON MA)
MA
08/15/1988 - 07/23/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/15/1988 - 07/23/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 3/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 8/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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