Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blumberg is a financial professional with over 18 years of experience in the industry. Robert is currently registered with Oneamerica Securities, Inc. and has previously held positions with John Hancock Distributors LLC and Pruco Securities, LLC. Robert is a Series 6, 7, 24, 63 and 65 licensed professional and offers a variety of financial products and services, including financial planning, pension consulting and portfolio management. Robert has experience working with individuals, high net worth individuals, businesses, and corporations.
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
04/08/2020 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
GA
12/07/2004 - 01/07/2019
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
NJ
07/02/2002 - 08/16/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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