Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Mount has been a financial professional since 1992. Robert is currently registered with Cetera Investment Advisers LLC in California. Robert has held previous registrations with Pension Planners Securities, Inc., and Brecek & Young Advisors, Inc.. Robert offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Robert also holds a Series 6, Series 63, and Series 65 securities license.
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
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 6/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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