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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 Kenneth Wilczak is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 2001 and has a strong track record of providing investment advice and financial planning services to a wide range of clients. Robert holds a number of professional licenses and certifications including Series 7, Series 63, Series 65, Series 24, Series 26 and Series 51. Robert has experience working with high-net-worth individuals, corporations, and charitable organizations. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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NY
06/19/2019 - Present
Cetera Investment Advisers LLC (CHEEKTOWAGA NY)
NY
01/29/2001 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
IA
Issued 11/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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