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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 Wayne Vansandt is a financial advisor with Cetera Investment Advisers LLC. Robert is a registered investment advisor in Missouri and has been in the financial services industry for over 25 years. Robert holds Series 6, 7, 65 and 66 securities licenses and is a Certified Public Accountant. In addition to working with Cetera Investment Advisers LLC, Robert is also the owner of VANSANDT FINANCIAL SERVICES, LLC. Robert has experience in financial planning, portfolio management, and providing accounting and tax services to individuals, businesses, and charitable organizations.
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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MO
03/21/2024 - Present
Cetera Investment Advisers LLC (LEE SUMMIT MO)
OH
03/03/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
11/06/1998 - 03/03/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 2/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/5/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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