Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Krieger has been in the financial services industry since October 1994 and is currently registered with Cambridge Investment Research Advisors, Inc. in California, New York, and Texas. Robert has experience with LPL Financial LLC, The Investment Center, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Franklin/Templeton Distributors, Inc.. He has also served on the Board of Directors for Catapult HQ Inc and BNE Strategies Inc. Robert holds the Series 6, 7, 63 and 65 securities licenses as well as the SIE. He is a financial advisor specializing in helping individuals, high-net-worth individuals, and retirement plans. Robert can provide financial planning, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
10/18/2024 - Present
Cambridge Investment Research Advisors, Inc. (Oceanside, CA)
NY
09/30/2016 - 06/12/2024
THE INVESTMENT CENTER, INC. (NEW YORK NY)
NY
08/14/2009 - 09/14/2016
LPL FINANCIAL LLC (NEW YORK NY)
CA
02/04/1997 - 08/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
04/25/1994 - 08/22/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 06/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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