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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. He has been in the financial services industry since 1997, and has experience in a variety of areas, including financial planning, portfolio management, and investment advisory services. Robert Weldon is registered in the state of Florida and also holds licenses in California, Colorado, Georgia, North Carolina, and Wyoming.
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
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 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/21/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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