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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 Vollmer is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry since August 1987. Robert is registered with the state of Nevada and Texas. Cetera Investment Advisers LLC is a registered investment advisor with the SEC. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. The firm has a strong track record of providing financial advice to a diverse range of clients. Robert's expertise is in providing wealth management services, including investment planning, retirement planning, and estate planning. Robert's commitment is to provide personalized service to each of their clients, ensuring that their individual needs are met.
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
NV
11/12/2020 - Present
Cetera Investment Advisers LLC (HENDERSON NV)
NV
11/03/2003 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Henderson NV)
CA
12/20/1995 - 10/31/2003
CURREN & COMPANY (IRVINE CA)
CA
08/20/1987 - 12/15/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 03/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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