Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dufour is a financial professional with over 40 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. Robert has previously worked with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIN FINANCIAL SERVICES CORPORATION. Robert holds the Series 6, 7, 24, 26, and 63 securities licenses, as well as the SIE exam. Robert is also a Chartered Financial Consultant.
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
NH
06/07/2024 - Present
Osaic Wealth, Inc. (EXETER NH)
NH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (EXETER NH)
NH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (EXETER NH)
TX
01/05/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 10/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/30/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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