Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Palombo is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has been with them since 2021. Robert is also registered with the state of New York as an Investment Advisor Representative. Robert has been active in the industry since 1999 and has held past registrations with WMA Securities, Inc. in Duluth, Georgia and Cetera Financial Specialists LLC in Schaumburg, Illinois. Robert is a Series 6 and Series 63 licensed advisor and holds the SIE designation. Robert is a dedicated advisor with the experience and expertise to assist clients in reaching their financial goals.
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
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (WANTAGH NY)
GA
10/08/1999 - 02/24/2001
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 9/7/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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