Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stutzman is a financial advisor at Cetera Investment Advisers LLC in Omaha, Nebraska. Robert has been in the financial services industry since November 1983. Robert holds a Series 6, 7, 24, 26, 63 and 66 license. Robert is also a Certified Financial Planner. Robert has previously worked at Foresters Financial Services, Inc., in Ralston, Nebraska.
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
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 6/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/23/1984
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/1997
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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