Unclaimed
Robert Stutzman is a financial advisor registered with Cetera Investment Advisers LLC. Robert has been in the financial industry since November 1983 and has experience in investment advice and financial planning. Robert's career began with Foresters Financial Services, Inc. and he currently serves as a registered representative for Cetera Investment Advisers LLC in Omaha, NE. Robert holds multiple licenses, including Series 6, 7, 24, 26, 63, and 66. Robert also holds the Certified Financial Planner designation. Robert is active in the industry and has a strong track record of success. Robert is committed to helping clients achieve their financial goals and has a passion for providing them with the best possible service.
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
NE
10/14/2021 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
11/18/1983 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (RALSTON NE)
BOTH
Issued 06/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/13/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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