Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lancil Daugherty is a financial advisor with Cetera Investment Advisers LLC, with over two years of experience in the financial industry. Robert holds Series 7, Series 66, and SIE licenses. Robert is registered to provide investment advice in several states including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Michigan, Montana, Nevada, New York, Oklahoma, Oregon, Texas, and Washington. Robert is also registered as an Investment Advisor Representative in Arizona and Texas. Robert is committed to providing personalized financial advice and services to help clients reach 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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AZ
04/29/2024 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
05/19/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Phoenix AZ)
BOTH
Issued 09/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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