Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leclair is an investment advisor representative with Osaic Wealth, Inc. Robert has been working in the financial services industry since October 18, 1986. Robert holds the Series 6, Series 63 and SIE licenses. Robert is registered to offer investment advice in 14 states. Osaic Wealth, Inc. is a financial services firm based in Scottsdale, Arizona. The firm specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Osaic Wealth, Inc. manages over $94 billion in assets.
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
WI
09/01/2023 - Present
Osaic Wealth, Inc. (RHINELANDER WI)
WI
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RHINELANDER WI)
AZ
08/01/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
03/21/1997 - 07/30/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
07/31/1986 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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