Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Gallert is an investment professional with over 20 years of experience in the financial services industry. Robert is currently registered with Osaic Institutions, Inc. where Robert provides financial planning, educational seminars, and portfolio management services to a diverse clientele.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
10/18/2014 - Present
Osaic Institutions, Inc. (HIGH POINT NC)
GA
08/19/2011 - 07/15/2014
PATRICK CAPITAL MARKETS, LLC (DULUTH GA)
DC
11/12/2009 - 05/14/2010
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
GA
10/01/2007 - 05/28/2009
COMMERCE STREET CAPITAL, LLC (DULUTH GA)
TX
10/22/2007 - 03/12/2008
SAMCO CAPITAL MARKETS, INC. (AUSTIN TX)
GA
05/19/2006 - 10/01/2007
SAMCO CAPITAL MARKETS, INC. (DULUTH GA)
TX
10/04/2005 - 05/19/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
VA
03/04/1994 - 07/09/1997
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
CT
04/24/1993 - 03/14/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 10/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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