Unclaimed
Robert Paul Stackhouse is a financial advisor in Saint Charles, IL. Robert has been in the industry since September 5, 1994. Robert currently works for Cetera Investment Advisers LLC. He is also the owner of RPS Financial, an investment consulting and advising business. Robert previously worked at Investors Capital Corp. and Allmerica Investments, Inc. He is licensed to sell securities in Arizona, California, Illinois, Indiana, Michigan, and Wisconsin. Robert holds licenses for Series 6, 7, 24, 63 and 65. Robert has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, and state or municipal government entities.
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
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (SAINT CHARLES IL)
IL
04/10/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (SAINT CHARLES IL)
MA
03/10/1994 - 10/11/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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