Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Logan Swieterman is an investment advisor representative with Moneta Group Investment Advisors, LLC based in St. Louis, Missouri. Robert is a Certified Financial Planner with over 10 years of experience in the financial services industry. Robert has a strong background in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, families, and businesses. Robert is committed to providing his clients with personalized financial advice and guidance to help them 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
MO
04/04/2023 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MN
02/09/2022 - 03/22/2023
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
KY
09/25/2015 - 12/23/2020
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
07/09/2014 - 09/18/2015
SCOTTRADE, INC. (LOUISVILLE KY)
KY
03/04/2013 - 07/01/2014
EDWARD JONES (LEXINGTON KY)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Swieterman is the right advisor for you? Invested Better is here to help.
