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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, based in North Royalton, OH. Robert has over 26 years of experience in the financial services industry. He is registered as a Registered Representative (Series 7, Series 66, and SIE) in California, New York, and Ohio. Robert has a strong understanding of various financial planning needs and specializes in providing personalized financial advice for individuals, corporations, and charitable organizations. He has a deep understanding of investment strategies and can guide clients through various market conditions.
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 6/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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