Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stanley Fagan is a financial advisor with Cetera Investment Advisers LLC, based in San Diego, CA. Robert has been in the financial services industry since August 21, 1995. Robert holds the Series 6, Series 22, Series 62, and Series 63 securities licenses and the SIE. He has previous experience with firms such as First Allied Securities, Inc., Madison Avenue Securities, LLC, USALLIANZ Securities, Inc., and SII Investments, 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.
1
2
CA
12/20/2021 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
12/20/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/25/2006 - 12/22/2021
MADISON AVENUE SECURITIES, LLC (ENCINITAS CA)
CA
10/08/2003 - 08/01/2006
USALLIANZ SECURITIES, INC. (ENCINITAS CA)
WI
08/11/1998 - 10/20/2003
SII INVESTMENTS, INC. (APPLETON WI)
CA
12/09/1997 - 08/27/1998
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
WI
03/04/1997 - 12/31/1997
SII INVESTMENTS, INC. (APPLETON WI)
CA
02/09/1995 - 08/21/1996
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BC
Issued 08/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/13/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Fagan is the right advisor for you? Invested Better is here to help.
