Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vieau Graham is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 2004. Robert has been registered with the Securities and Exchange Commission (SEC) since 2006. Robert has passed the Series 6, 7, 63, 65 and SIE exams. Robert is currently licensed in Florida and Texas. Robert has previously worked for SECURIAN FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., and NEW ENGLAND SECURITIES.
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
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (JACKSONVILLE FL)
FL
05/25/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)
FL
01/02/2015 - 05/19/2016
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
10/20/2004 - 01/02/2015
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
BC
Issued 11/12/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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