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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 Dreizler is a financial advisor with Cambridge Investment Research Advisors, Inc. Robert Dreizler has been in the industry since 1982 and has experience with many different types of investments and financial planning services. Robert Dreizler is a registered representative of Cambridge Investment Research, Inc. and is also registered as an investment advisor representative in several states. Robert Dreizler is a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/10/2016 - Present
Cambridge Investment Research Advisors, Inc. (Sacramento CA)
CA
01/02/2002 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (SACRAMENTO CA)
IA
07/02/2001 - 12/31/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CA
11/03/1992 - 06/28/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/23/1990 - 11/03/1992
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
02/01/1986 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
08/27/1984 - 02/08/1986
AMEV INVESTORS, INC.
NA
03/02/1983 - 08/20/1984
HARDING/HALL, INC.
NA
11/16/1983 - 03/27/1984
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
12/22/1981 - 10/27/1982
UNIVERSITY SECURITIES CORPORATION
IA
Issued 08/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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