Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Martin Taylor is an experienced financial advisor with over 40 years of experience in the industry. Robert currently works at Osaic Wealth, INC., where he specializes in portfolio management for individuals and businesses. Robert has previously worked at Woodbury Financial Services, INC. Prior to that, he held roles at Pruco Securities, LLC., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Robert has a wide range of experience in the industry and is dedicated to providing personalized financial advice to his clients. He has also earned the Certified Financial Planner designation, which demonstrates his commitment to providing high-quality financial advice.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
10/11/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
01/24/2003 - 10/23/2006
PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)
NY
08/31/1982 - 01/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/31/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 5/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/8/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/22/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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