Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clayton Turner is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Prior to that, Robert was registered with Signator Investors, Inc. from February 1995 until November 2018. Robert is a licensed advisor and holds a Series 7, 6, 24, 51, 63 and 65 license. Robert's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management. Robert is licensed and registered in several states throughout the United States.
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
NC
11/02/2018 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
02/08/1995 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
MA
02/08/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
03/13/1990 - 07/17/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/13/1990 - 07/17/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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