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 Lanciault is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. Robert is also a licensed insurance agent and is registered with Royal Alliance Associates, Inc. Robert is committed to providing his clients with comprehensive financial planning and investment management services. He specializes in helping individuals, families, and businesses reach 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.
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2
MA
05/25/2010 - Present
Osaic Wealth, Inc. (WAYLAND MA)
GA
02/23/1994 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
OH
02/27/1991 - 02/18/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
01/05/1989 - 03/04/1991
PENN MUTUAL EQUITY SERVICES, INC.
PA
03/19/1986 - 03/04/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
CO
05/20/1987 - 02/01/1989
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
MO
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
05/05/1987 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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