Unclaimed
Robert Gaskins is a financial professional with over 30 years of experience in the financial services industry. Robert has a wide range of experience, including work with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Robert's current role is with Cetera Investment Advisers LLC as a financial advisor. Robert holds a variety of licenses and certifications, including the Series 6, 7, 24, 53, 63, and 65 licenses. Robert is also a Certified Financial Planner. Robert specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Robert is dedicated to helping clients achieve their financial goals.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VIENNA VA)
NY
12/15/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
04/25/1991 - 12/17/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CT
12/05/1990 - 05/02/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 04/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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