Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rosenberg is a financial advisor with over 19 years of experience in the financial industry. He is registered as a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC provides advisory services to a wide range of clients, including individuals, businesses, high-net-worth individuals, and charitable organizations. Prior to joining Cetera Investment Advisers, Robert held various positions with other firms including Summit Brokerage Services, Inc., Waddell & Reed, Inc., Anderson & Strudwick, Incorporated, Jesup & Lamont Securities Corp, and Empire Financial Group, Inc.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (SARASOTA FL)
FL
03/25/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SARASOTA FL)
FL
12/09/2011 - 03/27/2013
WADDELL & REED, INC. (ST. PETERSBURG FL)
FL
07/01/2010 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (SARASOTA FL)
FL
11/18/2008 - 07/07/2010
JESUP & LAMONT SECURITIES CORP (SARASOTA FL)
FL
11/03/2005 - 12/23/2008
EMPIRE FINANCIAL GROUP, INC. (SARASOTA FL)
NY
10/13/2008 - 10/17/2008
JESUP & LAMONT SECURITIES CORP (NEW YORK NY)
AL
08/19/2004 - 11/03/2005
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 7/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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