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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peterson is a financial advisor with Osaic Wealth, Inc. Robert has over 30 years of experience in the financial services industry. He is a Certified Financial Planner and holds Series 6 and Series 63 licenses. Robert specializes in providing financial planning and investment management services to individuals, families, and businesses. He has worked with a number of different firms, including Securities America, Inc., and Invest Financial Corporation. He has a strong understanding of the financial markets and a commitment to providing personalized service to each of his clients. Robert is dedicated to helping his clients 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.
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2
NY
09/24/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
12/05/2017 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
06/23/2011 - 12/04/2017
INVEST FINANCIAL CORPORATION (WILLIAMSVILLE NY)
NY
11/30/2004 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
09/08/1993 - 11/15/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
03/08/1989 - 09/08/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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