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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McDaniel is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the industry since 1995 and has experience with Morgan Stanley, Citigroup Global Markets Inc. and First Allied Securities, Inc. Robert is registered in the state of California as an investment advisor representative and a securities agent. He is also registered as a securities agent in New Jersey, Oregon and Virginia. Robert specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. He also offers educational seminars and selection of other advisers.
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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CA
11/12/2020 - Present
Cetera Investment Advisers LLC (COTATI CA)
CA
11/20/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (San Rafael CA)
CA
06/01/2009 - 11/27/2017
MORGAN STANLEY (SAN RAFAEL CA)
CA
06/19/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN RAFAEL CA)
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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