Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Casasnovas is a financial advisor with over 30 years of experience in the industry. Robert is registered with Cetera Investment Advisers LLC and has a total of 16 state registrations. Robert's previous firm was Foresters Financial Services, Inc. and he is a registered representative with Series 6, 7, 26, 63 and 66 licenses. Robert has been recognized for providing excellent customer service and financial guidance. In addition to offering financial planning and portfolio management services, Robert also helps his clients with educational seminars and selection of other advisors.
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
VA
06/19/2019 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
11/09/1989 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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