Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leland Kailes has been in the financial industry since 1984. Robert is currently registered with Cetera Investment Advisers LLC. Robert has been a Registered Representative of Cetera Advisor Networks LLC since 2013. Robert holds the Series 63, SIE and Series 7 licenses, and is a Certified Financial Planner. Robert has a total of 23 years of experience with previous registrations with AMERICAN PACIFIC SECURITIES CORPORATION and UNIVERSAL HERITAGE INVESTMENTS CORPORATION. Robert provides financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for individuals and businesses. Robert’s clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PLAYA DEL REY CA)
NA
08/20/1985 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
11/21/1984 - 08/20/1985
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
BC
Issued 05/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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