Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dwyer is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. in Plainfield, CT. Previously, Robert worked for Securities America, Inc., Sunset Financial Services, Inc., W. S. Griffith & Co., Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Robert holds Series 6, 26 and 63 licenses. Robert specializes in providing financial planning, pension consulting, and educational seminars.
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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (PLAINFIELD CT)
CT
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (PLAINFIELD CT)
CT
02/05/1998 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (CENTRAL VILLAGE CT)
CT
11/22/1996 - 02/09/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
09/30/1992 - 12/20/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/30/1992 - 12/20/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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