![Robert Semerad, financial advisor York PA](/img/ws/profile-blank-sq.png)
Robert Semerad (CRD# 6764828) is an Investment Advisor Representative working at Primerica Advisors in York, PA and has over 6 years of experience in the finance industry.
![Joseph Adamchak, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Jon Adams, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Benedetto Agostino, financial advisor York PA](/img/ws/profile-blank-sq.png)
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sherppard Financial Group | York, PA | Jan 2024 - Current | < 1 |
Pfs Investments Inc. | York, PA | Jun 2017 - Current | 7 |
Papa John's Pizza | Middle River, PA | Aug 2016 - Current | 7 |
Primerica Financial Services | York, PA | Nov 2015 - Current | 8 |
Terminix | Lancaster, PA | Jun 2016 - Aug 2016 | < 1 |
Unemployed | York, PA | May 2016 - Jun 2016 | < 1 |
Red Robin | York, PA | Jul 2015 - May 2016 | < 1 |
Unemployed | York, PA | Apr 2015 - Jul 2015 | < 1 |
Tns Perfect Pizza, Dba Papa Johns | Shrewsbury, PA | Aug 2013 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2017 |
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- PA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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