Unclaimed
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 an investment advisor representative with Cetera Investment Advisers LLC, with over 38 years of experience in the financial services industry. Robert William Faehnrich has held several previous positions with firms such as SUMMIT BROKERAGE SERVICES, INC., WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, MILLER, JOHNSON & KUEHN, INCORPORATED and JURAN & MOODY, INC.. Robert William Faehnrich is registered with the state of Arizona and Texas and has several licenses including Series 7, Series 63, Series 65 and Series 24. Cetera Investment Advisers LLC provides investment advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses.
PRESCOTT, AZ
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 4/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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