Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kobe? Claim Your ProfileKobe Gustafson is a registered representative with Osaic Wealth, Inc. in Lake Oswego, OR. Kobe has been working in the financial industry since 2015. Kobe has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Kobe is registered with the state of Oregon. Kobe is a financial advisor who specializes in helping individuals, families, and businesses achieve their financial goals. Kobe's expertise includes financial planning, pension consulting, and portfolio management.
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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OR
10/01/2024 - Present
Osaic Wealth, Inc. (Lake Oswego OR)
Active
Inactive
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