Unclaimed
Robert Weber is a financial advisor with over 40 years of experience in the industry. Robert currently works with Osaic Wealth, Inc. and has held previous positions with FSC Securities Corporation and National Planning Corporation. Robert's expertise spans a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Robert Weber holds multiple licenses including Series 7, Series 24, Series 4, Series 52, Series 53, and Series 63. He is also a Certified Financial Planner.
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.
1
2
GA
11/03/2023 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
09/21/2017 - 11/03/2023
FSC SECURITIES CORPORATION (DULUTH GA)
GA
12/18/2001 - 09/26/2017
NATIONAL PLANNING CORPORATION (DULUTH GA)
GA
09/23/1983 - 12/19/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
03/27/1987 - 03/06/1990
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 08/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/05/1984
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Weber is the right advisor for you? Invested Better is here to help.