Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Evans is a financial advisor with Cetera Investment Advisers LLC. Robert is a Minnesota-registered investment advisor representative and a registered representative with Cetera Advisor Networks LLC. Robert has been in the financial services industry since 2000. Robert offers portfolio management for individuals and businesses, financial planning, and pension consulting services.
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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MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
09/06/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/06/2019 - 10/19/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
08/08/2016 - 09/04/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PAUL MN)
MN
04/29/2013 - 08/15/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON MN)
MN
11/27/2006 - 04/01/2013
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
IL
01/07/2004 - 06/27/2006
ARCHIPELAGO TRADING SERVICES, INC. (CHICAGO IL)
IL
08/08/2002 - 06/27/2006
ARCHIPELAGO SECURITIES L.L.C. (CHICAGO IL)
IL
03/08/2001 - 08/08/2002
WAVE SECURITIES, LLC (CHICAGO IL)
NJ
12/15/2000 - 01/10/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
RI
10/03/2000 - 11/15/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 6/17/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/1/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/2/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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