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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 Cetera Investment Advisers LLC, specializing in a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Robert Zacharias has been in the industry since May 1998 and has experience working with a variety of clients including individuals, businesses, corporations, and pension and profit-sharing plans. Robert Zacharias is registered with the state of Florida as an investment advisor representative and is also registered as a Registered Representative in Texas. Robert Zacharias has a long history of working in the financial services industry and has held various roles at several firms including VOYA FINANCIAL ADVISORS, INC., INVEST FINANCIAL CORPORATION, H&R BLOCK FINANCIAL ADVISORS, INC., CUNA BROKERAGE SERVICES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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