Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lyle is an investment advisor representative with Osaic Wealth, Inc. Robert has over 40 years of experience in the financial services industry. Robert is registered with the state of Mississippi as both a broker-dealer and an investment advisor. Robert previously worked with Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. Robert provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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
MS
01/19/2024 - Present
Osaic Wealth, Inc. (RICHLAND MS)
MS
03/03/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RICHLAND MS)
AZ
01/31/1997 - 03/13/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
04/27/1990 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
01/20/1989 - 04/27/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
GA
06/24/1986 - 12/31/1988
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/21/1983 - 07/09/1986
IDS MARKETING CORPORATION
NA
04/21/1983 - 07/08/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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