Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Gueriera is a financial advisor with over 30 years of experience in the financial services industry. Robert is a registered representative with Osaic Wealth, Inc. and Wharton Wealth Management, LLC. Robert is also a Registered Investment Advisor with Wharton Wealth Management, LLC. Robert has a wide range of experience and expertise in financial planning, portfolio management, and retirement planning. Robert is committed to providing his clients with personalized financial advice and guidance. Robert holds several licenses and certifications, including the Series 7, Series 24, Series 51, and Series 63 licenses. Robert is also a Certified Financial Planner (CFP®). Robert is committed to helping his clients achieve 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
PA
11/03/2023 - Present
Osaic Wealth, Inc. (MALVERN PA)
PA
07/28/1998 - 11/03/2023
FSC SECURITIES CORPORATION (MALVERN PA)
IA
03/25/1999 - 04/10/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
08/05/1992 - 07/29/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OH
08/31/1989 - 08/03/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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