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 professional with over 25 years of experience in the securities industry. Robert is currently registered with Cetera Investment Advisers LLC. Robert has held previous positions at First Allied Securities, Inc., Madison Avenue Securities, LLC, USALLIANZ Securities, Inc., SII Investments, Inc., Equity Programs Corporation, and Foresters Equity Services, Inc. Robert is also the owner of Proactive Tax Systems LLC, a non-PCA accounting and/or tax preparation business, and an insurance agent. Robert is a Series 63, SIE, Series 62, Series 22, and Series 6 licensed professional. Robert specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
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 8/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 2/13/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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