Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Toczylowski is an Investment Advisor Representative at Osaic Wealth, Inc. with over 23 years of experience in the financial services industry. Robert specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Robert is licensed to provide investment advice in several states.
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
MD
01/19/2024 - Present
Osaic Wealth, Inc. (FULTON MD)
MD
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Chevy Chase MD)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
MD
04/27/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (FREDERICK MD)
MD
03/10/2004 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MN
11/17/2000 - 02/26/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/17/2000 - 02/26/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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