Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Basham is a financial advisor with over 30 years of experience in the industry. Robert currently works at Cetera Investment Advisers LLC and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Robert holds Series 7, Series 63, and Series 65 licenses.
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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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
03/13/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
03/25/2017 - 03/06/2018
MML INVESTORS SERVICES, LLC (RICHMOND VA)
VA
02/03/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
04/26/2004 - 02/12/2010
AXA ADVISORS, LLC (RICHMOND VA)
NJ
07/24/1996 - 05/06/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
11/21/1990 - 07/15/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
05/16/1988 - 02/23/1989
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/19/1988
SHERWOOD CAPITAL, INC.
NA
01/21/1986 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 2/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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