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 Smith has been in the financial industry since February 9, 1987. Robert is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative (IAR) and has been with the firm since January 2025. Prior to Osaic Wealth, Inc., Robert was with Lincoln Financial Advisors Corporation.
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
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IN
01/04/1996 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
02/18/1994 - 01/11/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CT
11/11/1994 - 01/02/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
07/23/1993 - 01/02/1996
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
12/18/1991 - 07/06/1993
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
01/21/1987 - 12/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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