Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Groce is an investment advisor representative at Osaic Advisory Services, LLC. Robert has been in the financial services industry since 2020. Robert is registered with FINRA and is licensed in multiple states, including Kentucky, Florida, Georgia, Maryland, Missouri, Nevada, New York, Ohio, Texas, Virginia and West Virginia. Robert has a Certified Financial Planner designation. Prior to joining Osaic Advisory Services, LLC, Robert was a registered representative at Securities America, Inc. and LPL Financial LLC. Robert is committed to providing his clients with personalized financial advice and investment management services. Robert is dedicated to helping clients achieve their financial goals and objectives.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
KY
03/27/2023 - 06/14/2024
SECURITIES AMERICA, INC. (FRANKFORT KY)
KY
02/21/2020 - 04/05/2023
LPL FINANCIAL LLC (FRANKFORT KY)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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