Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Westbrook is a financial advisor with over 30 years of experience in the financial services industry. He has a broad range of experience, including time spent with New England Securities, MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Robert is currently registered with Cetera Investment Advisers LLC. This firm is an independent broker-dealer that provides investment advisory services to individual investors, businesses, and retirement plans. The firm also offers financial planning services, insurance products, and mutual funds. Cetera Investment Advisers LLC is a large firm that has been in business for over 50 years and serves clients across the United States.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
01/17/1991 - 05/07/2014
NEW ENGLAND SECURITIES (SCOTTSDALE AZ)
MA
04/28/1986 - 12/31/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/20/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 7/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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