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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 Kelly is an investment advisor representative associated with Cetera Investment Advisers LLC in WEST PALM BEACH, FL. Robert has been in the industry since 2010. Robert holds the Series 7, Series 63, and Series 65 securities licenses. Robert Kelly has previous experience at Northwestern Mutual Investment Services, LLC, BGC FINANCIAL, L.P., TULLETT PREBON FINANCIAL SERVICES LLC, and PREBON FINANCIAL PRODUCTS INC.. Cetera Investment Advisers LLC is an investment adviser headquartered in Schaumburg, IL. The firm provides advisory services to high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and banking or thrift institutions.
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
FL
05/13/2021 - Present
Cetera Investment Advisers LLC (WEST PALM BEACH FL)
FL
07/08/2016 - 02/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
FL
05/04/2010 - 10/13/2014
BGC FINANCIAL, L.P. (PALM BEACH GARDENS FL)
FL
06/29/2009 - 05/24/2010
TULLETT PREBON FINANCIAL SERVICES LLC (PALM BEACH GARDENS FL)
FL
10/03/2008 - 01/06/2010
PREBON FINANCIAL PRODUCTS INC. (PALM BEACH GARDENS FL)
IA
Issued 4/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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