Unclaimed
Robert Arthur Diseker is a financial advisor with over 38 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. in North Carolina, and has previously worked for FSC Securities Corporation and W. S. Griffith & Co., Inc. Robert holds Series 7, 24, and 63 licenses. Robert is a specialist in providing financial planning, portfolio management, and pension consulting services. Robert has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
NC
11/03/2023 - Present
Osaic Wealth, Inc. (CHAPEL HILL NC)
NC
07/07/1993 - 11/03/2023
FSC SECURITIES CORPORATION (WINSTON-SALEM NC)
CT
01/14/1986 - 07/16/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
11/20/1985 - 01/24/1986
SENTRA SECURITIES CORPORATION
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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