Unclaimed
Robert Maury Eastmann is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1994. Robert has offices in Boca Raton, FL and Raleigh, NC. Cetera Investment Advisers LLC is a financial firm with offices in Schaumburg, IL. Cetera Investment Advisers LLC specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
05/08/2007 - 06/04/2012
LPL FINANCIAL LLC (BOCA RATON FL)
FL
07/13/2000 - 05/15/2007
NEW ENGLAND SECURITIES (BOCA RATON FL)
NY
01/03/1995 - 07/17/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
11/07/1994 - 11/23/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 3/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/5/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/4/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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