Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zacharias is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has been with them since March 2023. Prior to that, Robert was with VOYA Financial Advisors from September 2014 to June 2021. Robert has a broad range of experience, having worked with a variety of firms including Invest Financial Corporation, H&R Block Financial Advisors, CUNA Brokerage Services, and MetLife Securities. Robert is a Chartered Financial Consultant and holds the Series 6, 7, and 66 securities licenses. Robert specializes in financial planning, portfolio management, and pension consulting. Robert provides services to individuals, businesses, and charitable organizations.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (ORANGE PARK FL)
FL
07/08/2008 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (Orange Park FL)
FL
05/17/2004 - 07/11/2008
INVEST FINANCIAL CORPORATION (JACKSONVILLE FL)
MI
11/18/2003 - 06/08/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
01/20/1999 - 11/14/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
05/04/1998 - 01/29/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/04/1998 - 01/29/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/1/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/1999
Series 7 - General Securities Representative Examination
BC
Issued 4/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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