Unclaimed
Robert Christiansen is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the industry since August 2001. Robert is currently registered in California, Nevada, and Texas as an Investment Advisor Representative. Robert also holds the Series 63, 65, 7, and SIE exams. Robert has experience with several firms including Pension Planners Securities, Inc., and E*TRADE Securities LLC. Robert is also a financial advisor with American River Wealth Management.
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
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (SPARKS NV)
CA
05/15/2003 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (CITRUS HEIGHTS CA)
NJ
08/24/2001 - 05/09/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 4/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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