Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Fenton is a financial advisor at Centaurus Financial, Inc. Robert has been in the financial services industry since 1998 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Robert has passed the Series 66, Series 7 and SIE exams and is a Certified Financial Planner (CFP). Robert offers financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and 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
05/19/2021 - Present
Centaurus Financial, Inc. (WESTLAKE VILLAGE CA)
CA
11/17/1998 - 10/01/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
09/24/1998 - 11/16/1998
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 09/28/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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