Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frances Edgin is a financial professional with over two decades of experience in the industry. Robert is currently registered with Silver Oak Securities, Inc. in Colorado and Texas. Robert has a wide range of experience, including expertise in life insurance and annuities, real estate, P&C insurance, and investment products. Robert's primary focus is on providing financial planning services and portfolio management for individuals and businesses. Robert is also a partner in several businesses outside the financial industry, demonstrating a commitment to building relationships and serving clients in multiple aspects of their lives. Robert's diverse experience and dedication to client service make him a valuable resource for individuals seeking comprehensive financial guidance.
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.
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
CO
08/10/2023 - Present
Silver OAK Securities, Inc. (Colorado Springs CO)
CO
10/25/2000 - 08/11/2023
SECURITIES MANAGEMENT & RESEARCH, INC. (COLORADO SPRINGS CO)
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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