Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emory Bossong is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Assetmark, Inc., and holds Series 63, 66, 7, 9 and 10 licenses. Robert has previously worked with several firms including AssetMark Brokerage, LLC, Capital Brokerage Corporation and Charles Schwab & Co., Inc.. Robert's areas of specialization include retirement planning, mutual funds, variable annuities and investment advisory services. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
03/25/2024 - Present
Assetmark, Inc. (CONCORD CA)
AZ
08/15/2014 - 04/13/2022
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
12/16/2010 - 11/11/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
09/10/1998 - 04/16/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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