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 Dicks, Jr. has over 35 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional with experience in financial planning, investment management, and insurance. Robert currently works with Osaic Wealth, Inc. Robert has been in the business since 1987 and is registered with the state of New York as a Registered Representative. Robert is also a Registered Investment Advisor and is licensed to conduct business in several other states. Robert is committed to providing his clients with personalized financial advice and services that help them achieve their financial goals.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (NEW YORK MILLS NY)
NY
04/07/1997 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (NEW YORK MILLS NY)
NY
06/30/1992 - 04/10/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NY
10/02/1989 - 03/27/1991
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MN
03/25/1987 - 10/06/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/22/1989 - 10/02/1989
CADARET, GRANT & CO., INC.
IA
Issued 06/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Dicks is the right advisor for you? Invested Better is here to help.
