Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Maricle is an Investment Advisor Representative with Osaic Wealth, Inc. Robert has been in the industry since 1974. Robert is registered with the state of Arizona. Robert has experience working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Robert also provides financial planning services, pension consulting, educational seminars, and selection of other advisors.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (Buckeye AZ)
AZ
01/16/2009 - 06/14/2024
SECURITIES AMERICA, INC. (Buckeye AZ)
CA
11/29/2004 - 01/14/2009
EPLANNING SECURITIES, INC. (SAN LUIS OBISPO CA)
NV
04/30/1991 - 12/02/2004
FINANCIAL WEST GROUP (RENO NV)
NA
03/07/1989 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NA
01/03/1989 - 02/11/1989
EMMETT A LARKIN COMPANY, INC.
NA
03/29/1985 - 01/03/1989
FIRST AFFILIATED SECURITIES, INC.
NA
03/31/1980 - 04/12/1985
SHEARSON LEHMAN BROTHERS INC.
NA
02/24/1978 - 05/01/1980
DEAN WITTER REYNOLDS INC.
NA
06/14/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
07/25/1974 - 03/09/1976
BACHE & CO INCORPORATED
IA
Issued 08/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 08/12/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/22/1974
Series 000 - General Securities Principal Examination
BC
Issued 07/22/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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