Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Metzger is an active investment advisor representative with Osaic Wealth, Inc. with over 17 years of experience in the financial industry. Robert has been registered with the state of Pennsylvania since August 2006. Robert is also registered as an Investment Advisor Representative in Texas. Robert has a wide range of experience in providing financial services to individuals and families. Robert's expertise includes financial planning, portfolio management, and retirement planning. Robert is committed to providing personalized financial advice to help clients reach their financial goals. Robert's past experience includes working at SAGEPOINT FINANCIAL, INC., where he was an investment advisor representative from August 2006 until September 2023. In addition to his work as a financial advisor, Robert is also the owner of Robert Metzger Consulting. Robert's experience and dedication to his clients make him a valuable resource for those seeking 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.
1
2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (WYOMISSING PA)
PA
08/09/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WYOMISSING PA)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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