Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Dulskis is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1983. Robert is registered as a Registered Representative and Investment Advisor Representative in North Carolina. Robert has also previously been employed by Summit Brokerage Services, Inc., Wachovia Securities Financial Network, LLC, Marion Bass Securities Corporation, American Express Financial Advisors Inc., and IDS Financial Services Inc.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
11/01/2007 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
08/20/1999 - 11/05/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
06/16/1988 - 07/20/1999
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NA
07/15/1983 - 03/31/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/15/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 09/15/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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