Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Quinlan has been in the financial services industry since April 1990 and currently works at Cetera Investment Advisers LLC. Robert has a diverse background in the industry, having worked with a number of firms, including Sagepoint Financial, Inc., Sentra Securities Corporation, SII Investments, Inc., Metlife Securities Inc., and Metropolitan Life Insurance Company. Robert is a Chartered Financial Consultant and holds Series 6, 7, 63 and 66 securities licenses. Robert focuses on providing financial planning and investment advisory services to individuals, corporations, charitable organizations and pension and profit-sharing plans. Robert offers a variety of investment advisory services and compensation options including fee-based advisory services, hourly charges and percentage of assets managed.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (WINONA MN)
MN
10/31/2005 - 11/19/2019
SAGEPOINT FINANCIAL, INC. (WINONA MN)
AZ
01/24/2001 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
05/26/1995 - 02/01/2001
SII INVESTMENTS, INC. (APPLETON WI)
MA
04/23/1990 - 05/31/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/23/1990 - 05/31/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Quinlan is the right advisor for you? Invested Better is here to help.
