Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matthew Quinlan is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has previously been registered with several other 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. Robert specializes in providing financial advice to individuals and businesses. Robert offers a variety of financial services, including financial planning, investment management, and insurance. Robert is committed to providing his clients with personalized 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.
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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 3/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/4/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2002
Series 7 - General Securities Representative Examination
BC
Issued 4/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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