Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jude Lane is a financial advisor with over 30 years of experience in the industry. Robert has been registered as a financial advisor since 1984 and has worked with various firms, including Morgan Stanley DW Inc., First Union Securities, Inc., and MetLife Securities Inc. Robert is currently a Registered Representative and Investment Adviser Representative of Cetera Investment Advisers LLC, where he specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. He is also a candidate for the Colorado Senate 31st Seat.
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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CO
03/21/2024 - Present
Cetera Investment Advisers LLC (CENTENNIAL CO)
CO
04/13/2007 - 03/18/2015
PARKLAND SECURITIES, LLC (CENTENNIAL CO)
CO
11/25/2002 - 04/19/2007
PRESIDENTIAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)
NY
10/08/2001 - 12/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
05/07/1998 - 09/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MA
05/14/1990 - 04/07/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
11/06/1986 - 12/20/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/1984 - 12/20/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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