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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 Milligan is a financial advisor at Cetera Investment Advisers LLC. Robert has been in the industry since 1999. Robert has passed the Series 63, 65 and 66 exams and is registered in 19 states. Robert is also a registered Investment Advisor Representative in Indiana and Texas. Robert's previous firms include Edward Jones, NatCity Investments, Inc. and NatCity Insurance Services, Inc. Robert specializes in a variety of financial planning services including financial planning, pension consulting and portfolio management for individuals and businesses.
PLAINFIELD, IN
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
IN
03/21/2024 - Present
Cetera Investment Advisers LLC (PLAINFIELD IN)
IN
12/15/2003 - 08/17/2011
EDWARD JONES (PLAINFIELD IN)
OH
09/10/1999 - 12/10/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
12/16/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
BOTH
Issued 2/28/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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