Unclaimed
Robert Golambos is a financial advisor with over 35 years of experience in the financial services industry. Robert is currently registered with Osaic Wealth, Inc. Robert has held previous positions at Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc. Robert holds Series 6, 63, 22, and 65 securities licenses, as well as the SIE exam. Robert provides a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (DELRAY BEACH FL)
NY
06/01/1998 - 06/20/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
PA
01/27/1988 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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