Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Demasi is a financial advisor currently working with Osaic Wealth, Inc.. Robert has over 34 years of experience in the financial industry, having started his career in 1989. He has been a registered investment advisor since 1992. Robert's professional experience includes working with FSC Securities Corporation, Advantage Capital Corporation, and Empire National Securities, Incorporated. Robert holds several industry licenses, including the Series 7, Series 24, Series 51, Series 63, and Series 72 exams. Robert is registered to provide investment advice in several states.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (GAINESVILLE FL)
FL
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (GAINESVILLE FL)
FL
11/02/1990 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (GAINESVILLE FL)
NA
08/17/1989 - 12/03/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
BC
Issued 03/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/31/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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