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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 Mount is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the securities industry since 1992. Robert has been registered with the Securities and Exchange Commission since 1992, and has also held licenses and registrations in states such as Florida, New York, North Carolina, Ohio, Utah, and Washington. Robert is currently registered in California for both Broker-Dealer and Investment Advisor Representatives. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission. Cetera Investment Advisers LLC provides investment advisory services to individuals, families, businesses, and institutions.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONCORD CA)
CA
10/18/2004 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (OAKLAND CA)
CA
03/27/1997 - 10/18/2004
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
04/03/1992 - 04/01/1997
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
IA
Issued 06/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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