Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bob? Claim Your ProfileBob Kaye is a financial advisor with over 30 years of experience in the industry. Bob has worked with Osaic Wealth, Inc. since June 2024. Prior to that, Bob was with Securities America, Inc., from May 2005 to June 2024. Bob also worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company from November 1993 to May 2005. Bob is registered in California, Hawaii, Missouri, Nevada, Oregon, Tennessee, Texas, Virginia, and Wisconsin. Bob specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Bob also provides educational seminars.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SHERMAN OAKS CA)
CA
05/11/2005 - 06/14/2024
SECURITIES AMERICA, INC. (SHERMAN OAKS CA)
IN
11/17/1993 - 05/19/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/17/1993 - 05/19/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
09/20/1993 - 11/16/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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