Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vanloozenoord is an investment advisor representative with Cetera Investment Advisers LLC, a financial services firm with a long history of serving clients. Robert has been in the financial industry for over 25 years and holds the Series 6, 63, and 65 securities licenses. Robert also has experience in the tax and accounting industry, having owned his own practice since 1981. Robert currently provides services to individuals, businesses, and charitable organizations. Robert is committed to providing personalized financial advice and helping his clients 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.
1
2
MI
06/18/2010 - Present
Cetera Investment Advisers LLC (GRANDVILLE MI)
CT
10/02/1996 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 5/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Vanloozenoord is the right advisor for you? Invested Better is here to help.
