Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rivera is a financial advisor in Green Bay, Wisconsin. Robert is a registered representative of KCD Financial, Inc. and has over 18 years of experience in the financial services industry. He is licensed to sell securities in multiple states, including Arizona, Connecticut, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New York, Oklahoma, Oregon, and Wisconsin. Robert offers a variety of financial services, including investment advisory, financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A portion of fees paid to 3rd party advisors
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2
WI
02/14/2019 - Present
KCD Financial, Inc. (GREEN BAY WI)
WI
09/10/2018 - 02/25/2019
CETERA ADVISOR NETWORKS LLC (GREEN BAY WI)
WI
05/14/2008 - 08/24/2009
PRINCOR FINANCIAL SERVICES CORPORATION (NEENAH WI)
WI
12/15/2006 - 05/14/2008
THRIVENT INVESTMENT MANAGEMENT INC. (GREEN BAY WI)
MN
07/28/2000 - 05/18/2001
GMAC INVESTMENT SERVICES, INC. (BLOOMINGTON MN)
BOTH
Issued 10/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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