Robert Meltzer (CRD# 4487950) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mandan, ND and has over 16 years of experience in the finance industry.
CRD# 5993843
Newedge Advisors
CRD# 2114908
Edward Jones
CRD# 5257646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Mandan, ND | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Securian Financial Advisors Of Nd | Mandan, ND | Oct 2020 - Current | 3 |
| Securian Financial Services Inc. | St Paul, MN | Oct 2020 - Aug 2023 | 2 |
| Minnesota Life Insurance Co | St Paul, MN | Oct 2020 - Aug 2023 | 2 |
| Principal Securities Inc. | Bismark, ND | Mar 2016 - Oct 2020 | 4 |
| Principal Life Insurance Company | Bismark, ND | Sep 2009 - Oct 2020 | 11 |
| Princor Financial Services Corporation | Bismark, ND | Sep 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ND
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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- Educational seminars/workshops
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