Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zuber is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since April 2021. Robert also has a strong background in insurance and human resources.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/07/2021 - Present
Cambridge Investment Research Advisors, Inc. (Hull MA)
MA
02/14/2018 - 04/08/2021
LPL FINANCIAL LLC (PITTSFIELD MA)
MA
03/08/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (PITTSFIELD MA)
MA
06/08/1981 - 03/02/2010
NEW ENGLAND SECURITIES (PITTSFIELD MA)
BC
Issued 06/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Zuber is the right advisor for you? Invested Better is here to help.
