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 Tarlov is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1975 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the states of Arizona, California, Connecticut, Florida, Georgia, Idaho, Maine, Maryland, Massachusetts, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Robert is also a Certified Financial Planner. Cetera Investment Advisers LLC offers a wide range of financial services to individuals, businesses, and institutions. The firm provides financial planning, portfolio management, investment advisory services, and other financial services to clients.
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
FL
01/02/2024 - Present
Cetera Investment Advisers LLC (VERO BEACH FL)
CT
01/02/2001 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AVON CT)
MN
03/06/1997 - 01/08/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
08/26/1975 - 03/13/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/26/1975 - 03/13/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/09/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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