Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ronald Obraitis is a financial advisor at Cambridge Investment Research Advisors, Inc. Robert has been in the industry since February 18, 1991. Robert has experience in financial planning, pension consulting, portfolio management for individuals and businesses and educational seminars. Robert also has experience with AXA Advisors, LLC and ING Financial Partners, Inc. Robert has held several principal licenses including Series 24, Series 10, and Series 9.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
02/21/2014 - Present
Cambridge Investment Research Advisors, Inc. (LANSDOWNE VA)
VA
05/20/2009 - 03/05/2014
AXA ADVISORS, LLC (LANSDOWNE VA)
VA
06/18/2002 - 06/16/2009
ING FINANCIAL PARTNERS, INC. (LANSDOWNE VA)
NY
11/19/1998 - 07/11/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
05/25/1994 - 11/13/1998
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NA
02/14/1991 - 06/01/1994
F.N. WOLF & CO., INC.
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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