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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 Paul Thompson is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Robert has been in the financial industry since 1991 and holds licenses in numerous states. Robert specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses. Robert also offers educational seminars and assists clients with selecting other financial advisors. Robert is registered with FINRA and the Securities and Exchange Commission.
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
NJ
02/18/2021 - Present
Cetera Investment Advisers LLC (OAKLAND NJ)
NJ
10/21/1991 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 5/7/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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