Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Graef is a financial advisor with over 40 years of experience in the industry. Robert is registered with the state of Connecticut, New York and Texas, where he is currently employed with Osaic Wealth, Inc. Robert provides financial planning, portfolio management for individuals and businesses, and pension consulting services to his clients. Robert is also registered with the state of Arizona, California, Colorado, Florida, Maryland, Massachusetts, New Jersey, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.
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
NY
01/24/2025 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NJ
07/19/1982 - 01/05/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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