Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Johnson is a financial advisor with over 30 years of experience in the financial services industry. Robert has been with Osaic Wealth, Inc. since 2024. Prior to joining Osaic Wealth, Inc., Robert worked at Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert provides financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. Robert is a registered representative and investment advisor representative with Securities America, Inc. and Osaic Wealth, Inc.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
CA
06/20/2014 - 06/14/2024
SECURITIES AMERICA, INC. (WALNUT CREEK CA)
CA
06/05/1996 - 06/23/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
10/25/1993 - 06/14/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
06/24/1992 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
11/14/1991 - 06/18/1992
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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