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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 William Faehnrich is a financial advisor with over 38 years of experience in the industry. Robert has been with Cetera Investment Advisers LLC since June 2023. Prior to joining Cetera Investment Advisers LLC, Robert was a financial advisor with Summit Brokerage Services, Inc., for 15 years. Robert holds Series 7, Series 24, Series 63, and Series 65 licenses. Robert provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Cetera Investment Advisers LLC manages over $104 billion in assets for over 423,000 accounts.
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
AZ
08/07/2024 - Present
Cetera Investment Advisers LLC (PRESCOTT AZ)
AZ
01/02/2004 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PRESCOTT AZ)
MO
05/29/1998 - 12/31/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MN
01/03/1997 - 06/08/1998
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
07/24/1985 - 01/03/1997
JURAN & MOODY, INC. (ST. PAUL MN)
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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