Unclaimed
Robert Kadilak is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC, a firm with over 400,000 clients and over $100 billion in assets under management. Prior to joining Cetera Investment Advisers LLC, Robert was registered with Securian Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert is a Certified Financial Planner and holds the Series 4, 6, 7, 24 and 63 securities licenses, as well as the Series 65 investment advisor license. Robert has been involved in many civic organizations over the years including serving on the Advisory Board of the Beaver County Rehabilitation Center.
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
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (ALIQUIPPA PA)
PA
06/29/1994 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ALIQUIPPA PA)
MA
10/31/1986 - 07/05/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/03/1983 - 07/05/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2001
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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