Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morrow is a financial advisor with over 30 years of experience in the industry. Robert is a Certified Financial Planner and a Chartered Financial Consultant. Robert has been a registered representative with Cetera Investment Advisers LLC since August 2023. Prior to joining Cetera Investment Advisers LLC, Robert worked at Securian Financial Services, Inc., MetLife Securities Inc., and New England Securities. Robert is currently registered with the states of Colorado, Georgia, Maine, North Carolina, South Carolina, Texas, Utah, and Virginia. Robert holds Series 6, 7, 63, and 65 licenses.
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
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (MT PLEASANT SC)
SC
12/03/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Mt Pleasant SC)
SC
01/02/2015 - 11/25/2015
METLIFE SECURITIES INC. (CHARLESTON SC)
SC
02/04/2008 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLESTON SC)
SC
10/01/1997 - 02/04/2008
JEFFERSON PILOT SECURITIES CORPORATION (DANIEL ISLAND SC)
IN
10/21/1991 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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