Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weldon is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry for over 25 years and has a wide range of experience in helping clients achieve their financial goals. He is also the owner of Lowery, Weldon and Company, CPAS.
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
FL
05/18/2023 - Present
Cetera Investment Advisers LLC (SAFETY HARBOR FL)
FL
08/23/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SAFETY HARBOR FL)
FL
01/06/2006 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (SAFETY HARBOR FL)
FL
09/19/1997 - 01/03/2006
ROGAN & ASSOCIATES, INC. (SAFETY HARBOR FL)
BC
Issued 10/4/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/27/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/21/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Weldon is the right advisor for you? Invested Better is here to help.
