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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 Lloyd Winters is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1994. Robert has a strong background in accounting and tax, having owned and managed Winters LLC, a CPA firm, for over 20 years. Robert is also registered with Cetera Financial Specialists LLC and has held previous registrations with LPL FINANCIAL CORPORATION and TERRA SECURITIES CORPORATION. Robert is registered to provide investment advisory services in Florida, Illinois and Wisconsin. Robert's primary office is located in N BARRINGTON, Illinois.
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
IL
10/02/2008 - Present
Cetera Investment Advisers LLC (N BARRINGTON IL)
IL
12/09/2004 - 10/06/2008
LPL FINANCIAL CORPORATION (BARRINGTON IL)
IL
10/25/1994 - 12/15/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 01/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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