Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert B Thompson is a financial advisor with over 30 years of experience in the industry. He currently works with Osaic Wealth, Inc. and has previously worked with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and SMITH BARNEY INC. Robert is registered with FINRA and the state of Florida and has a Series 7, Series 63, Series 65, and SIE license. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. Robert is committed to helping clients 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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (PENSACOLA FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PENSACOLA FL)
AZ
08/01/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
11/17/1994 - 07/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/08/1993 - 09/15/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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