Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scola is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the industry since 1992 and has a strong track record of success. Robert specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Robert also holds licenses in Arizona, California, Delaware, Florida, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Virginia, and Washington. Robert holds several professional licenses, including Series 6, 7, 26, 63, and 66.
CAVE CREEK, AZ
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (CAVE CREEK AZ)
AZ
08/24/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (CAVE CREEK AZ)
CT
12/21/1992 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 9/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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