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 Sayre has been in the financial services industry since August 2003. Robert currently works at Cetera Investment Advisers LLC and is registered as an investment advisor representative (IAR) in New Jersey and Pennsylvania. Robert has a wide range of experience, having previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Robert has been registered with FINRA since August 2003 and is also a Certified Financial Planner. Robert specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Robert has a strong commitment to helping clients achieve their financial goals.
WOOLWICH TOWNSHIP, NJ
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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NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (WOOLWICH TOWNSHIP NJ)
PA
08/18/2003 - 09/10/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
MN
08/18/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 8/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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