Unclaimed
Robert Dunne is an investment advisor representative with Cetera Investment Advisers LLC. He has been in the industry since March 20, 2002. Robert has been registered with the state of Illinois as an investment advisor representative since June 29, 2023. His previous experience includes working for LaSalle St Securities, L.L.C. in Elmhurst, IL. Robert has passed the Series 7, Series 24, Series 55, Series 63, and Series 65 exams. Robert is also a registered representative in Illinois.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
06/12/2003 - 06/22/2022
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
08/10/2001 - 02/27/2003
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IA
Issued 7/5/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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