Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Webster is a financial advisor with over 39 years of experience in the industry. Robert works with Cetera Investment Advisers LLC, a firm with a focus on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Robert has held several previous positions, including at First Allied Securities, Inc., D.E. Frey & Company, Inc., Jesup, Josephthal Securities Co., Inc., and Hanifen, Imhoff Securities Corp. Robert is registered as an Investment Advisor Representative in Colorado and Texas and holds various FINRA licenses, including Series 3, 7, 9, 10, 24, 63, and 65.
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
CO
11/01/2022 - Present
Cetera Investment Advisers LLC (BOULDER CO)
CO
09/28/2000 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BOULDER CO)
CO
03/22/1991 - 10/25/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
NA
01/23/1990 - 04/01/1991
JESUP, JOSEPHTHAL SECURITIES CO., INC.
NA
10/17/1988 - 02/05/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
09/01/1988 - 02/05/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
09/16/1985 - 10/18/1988
HANIFEN, IMHOFF INC.
NA
03/23/1983 - 09/20/1985
E. F. HUTTON & COMPANY INC
IA
Issued 12/7/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/7/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/14/1991
Series 24 - General Securities Principal Examination
BC
Issued 5/31/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/1983
Series 3 - National Commodity Futures Examination
BC
Issued 3/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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