Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Echales is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has been associated with this firm since June 2004. Before that, Robert was associated with Hochman & Baker Securities, Inc. Robert holds Series 6, Series 63 and Series 65 licenses. Robert also holds the Personal Financial Specialist designation. Robert is registered in multiple states, including California, Colorado, Florida, Illinois, Oregon, Tennessee, and Wisconsin. Robert has worked with a range of client types including high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Robert has a broad range of experience and focuses on providing financial planning, portfolio management, and selection of other advisers 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.
1
2
IL
07/02/2004 - Present
Cetera Investment Advisers LLC (SKOKIE IL)
CT
10/12/1988 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 09/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Echales is the right advisor for you? Invested Better is here to help.
