Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frank Menton is an active advisor registered with the state of Texas, specializing in providing financial planning, pension consulting, and educational seminars. Robert has been in the industry since April 9, 1992 and is currently affiliated with Osaic Wealth, Inc. He has previous experience with Securities America, Inc., Sunset Financial Services, Inc., and Jefferson-Pilot Investor Services, Inc. Osaic Wealth, Inc. manages over $94.5 billion in assets for clients including individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (EULESS TX)
TX
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (EULESS TX)
TX
10/05/1994 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (EULESS TX)
IN
04/10/1992 - 10/10/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Menton is the right advisor for you? Invested Better is here to help.
