Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Finke is a financial advisor with Osaic Wealth, Inc. Robert has been in the financial services industry since 1997. Robert is a licensed investment advisor representative in the state of Washington and holds the Series 6, 7 and 63 licenses, as well as the SIE. Robert is a member of the Slow Food Whidbey Island Board. Robert provides financial planning and portfolio management services to individuals, businesses and trusts.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (Clinton WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Clinton WA)
WA
04/01/2002 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Clinton WA)
NJ
06/04/1998 - 05/14/2002
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
OH
03/25/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
12/23/1997 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 04/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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