Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilson is an investment advisor representative registered with Osaic Wealth, Inc. Robert has been in the industry since June 19, 2003 and has been associated with Osaic Wealth, Inc. since August 2024. Robert also has past experience at TRIAD ADVISORS LLC and NYLIFE SECURITIES LLC. Robert is a registered investment advisor in Alabama, Colorado, Florida, Georgia, Kentucky, New Mexico, North Carolina, Ohio, South Carolina, Texas and Virginia. Robert has a Series 6, 7 and 63 license. Robert's office is located in Albany, Georgia.
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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2
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Albany GA)
GA
01/05/2017 - 08/23/2024
TRIAD ADVISORS LLC (Albany GA)
GA
06/20/2003 - 01/19/2017
NYLIFE SECURITIES LLC (ALBANY GA)
IA
Issued 04/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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