Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mastrangelo is a financial advisor with Cetera Investment Advisers LLC. Robert has been a financial advisor since 1997. Robert is registered to provide investment advice in California, New York, and Ohio. Robert's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, and Educational Seminars. Robert is also a registered insurance broker. Robert's current registration status is active.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH ROYALTON OH)
OH
01/13/2005 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (NORTH ROYALTON OH)
IN
10/30/2000 - 01/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/30/2000 - 01/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
11/18/1999 - 10/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
02/25/1997 - 11/19/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/25/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 06/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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