Unclaimed
Robert Lynn Huish has been in the financial services industry since April 1999. Robert is currently registered with Cetera Investment Advisers LLC and has been working with the firm since March 2024. Prior to joining Cetera, Robert was employed by First Financial Equity Corporation, Ameriprise Advisor Services, Inc. and A. G. Edwards & Sons, Inc. Robert is licensed in 29 states and 3 states for investment advisory services. Robert is committed to providing individualized financial planning, investment management, and portfolio management for businesses and individuals.
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
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
09/29/2009 - 05/26/2021
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
07/31/2006 - 10/21/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
AZ
04/19/1999 - 08/11/2006
A. G. EDWARDS & SONS, INC. (SCOTTSDALE AZ)
IA
Issued 06/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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