Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ross Kantor has been in the financial industry since 2008. Robert is currently registered with Cetera Investment Advisers LLC in both Louisiana and Texas. Robert has a Series 6, 7, and 66 license. Robert is also registered in 27 states. Robert previously worked at Hancock Whitney Investment Services Inc., Stifel, Nicolaus & Company, Incorporated, and Capital One Investment Services LLC. In addition to Robert's financial industry experience, Robert is on the finance committee and advisor to the board at the Ronald McDonald House of South Louisiana. Robert also owns and operates Mebert LLC, which owns rental properties.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (MANDEVILLE LA)
LA
01/15/2013 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (SLIDELL LA)
LA
06/05/2012 - 01/16/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW ORLEANS LA)
LA
05/28/2008 - 06/06/2012
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
05/06/2008 - 06/04/2008
CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)
BOTH
Issued 12/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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