Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert E Peary is a financial advisor with over 20 years of experience in the industry. Robert has a Series 7, Series 31 and Series 66 license and is currently registered with Osaic Wealth, Inc. in Arizona, Florida, and Texas. Robert has held previous roles with SAGEPOINT FINANCIAL, INC., Oppenheimer & Co. Inc., UBS Financial Services Inc., and Morgan Stanley DW Inc. He has worked in several states, including Arizona, New Jersey, and New York, and has a strong understanding of the financial markets. Robert specializes in providing investment advice to individuals, businesses, and institutions. He offers a variety of financial planning services, including retirement planning, college savings, and estate planning. Robert is committed to providing his clients with personalized financial advice and guidance. He believes in building strong relationships with his clients and helping them 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.
1
2
AZ
02/12/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/01/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
04/03/2006 - 10/12/2010
OPPENHEIMER & CO. INC. (SCOTTSDALE AZ)
NJ
07/26/2002 - 04/27/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/12/2001 - 08/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Peary is the right advisor for you? Invested Better is here to help.
