Robert Beisel (CRD# 4530263) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hilliard, OH and has over 20 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Oct 2021 - Current | 2 |
| Cetera Investment Services LLC | St Cloud, MN | Oct 2021 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2021 - Current | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2021 - Current | 2 |
| First Allied Securities Inc. | San Diego, CA | Oct 2021 - Sep 2022 | < 1 |
| Jp Morgan Securities LLC | Columbus, OH | Mar 2017 - Oct 2021 | 4 |
| J.p. Morgan Securities LLC | Dublin, OH | Oct 2012 - Mar 2017 | 4 |
| Jpmorgan Chase Na | Columbus, OH | Nov 2006 - Mar 2017 | 10 |
| Emsquared,llc Em2d.com Em2donline.com | Melissa, TX | Aug 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- OH
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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