Unclaimed
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 a financial advisor with over 27 years of experience in the financial services industry. Robert is currently registered with Cetera Investment Advisers LLC in Cotati, CA and San Rafael, CA. Robert has previously been employed with First Allied Securities, Inc. , Morgan Stanley and Citigroup Global Markets Inc. Robert is a registered representative in California, New Jersey, Oregon and Virginia. Robert holds the Series 7, Series 63, and Series 65 licenses. Robert has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
COTATI, CA
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
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 7/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Mcdaniel is the right advisor for you? Invested Better is here to help.
