Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jordan Ficklin is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1986. He is licensed to sell securities in 17 states and is also registered as an investment advisor in California. Robert has experience working with individual investors, businesses, corporations, pension and profit-sharing plans, charitable organizations, and government entities. He offers a variety of financial services including financial planning, portfolio management, and pension consulting. He also offers educational seminars and selects other advisors for his clients.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
NA
08/25/1987 - 02/03/1988
FIRST INTERSTATE CAPITAL MARKETS, INC.
NA
09/02/1986 - 08/01/1987
WELLS FARGO BROKERAGE CORPORATION
IA
Issued 07/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Ficklin is the right advisor for you? Invested Better is here to help.
