Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pender is a financial advisor with Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Robert has been in the financial services industry since 1996, and is registered with FINRA and the state of Texas. Robert has experience with a variety of financial products and services, including investment advisory, retirement planning, and estate planning. Robert is committed to providing personalized financial advice to help 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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (CEDAR PARK TX)
TX
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CEDAR PARK TX)
TX
06/05/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR PARK TX)
MA
04/05/2001 - 06/21/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/2001 - 06/21/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
12/07/1998 - 04/06/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
07/29/1996 - 12/18/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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