Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Clay is a financial advisor with Cetera Investment Advisers LLC. Robin has been working in the financial services industry since December 18, 2001. Robin is registered with FINRA and is licensed to provide investment advice in 12 states. Cetera Investment Advisers LLC is a registered investment advisor with the SEC. The firm has offices in Schaumburg, IL. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Robin is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
PA
10/26/2020 - Present
Cetera Investment Advisers LLC (SOUDERTON PA)
PA
12/18/2001 - 11/02/2020
AVANTAX INVESTMENT SERVICES, INC. (Souderton PA)
IA
Issued 7/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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