Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Drier is a financial advisor registered with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1989. Robert has offices in San Jose, CA and CAMPBELL, CA. Robert is a registered representative and investment advisor representative. Robert is licensed to provide financial advice in 15 states.
San Jose, CA
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (San Jose CA)
CA
11/18/2010 - 06/28/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
02/26/2002 - 10/26/2010
ING FINANCIAL PARTNERS, INC. (SAN JOSE CA)
TX
02/25/1998 - 03/07/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/24/1991 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
10/20/1989 - 10/02/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/20/1989 - 10/02/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 9/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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