Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ziegler is an investment advisor representative at Osaic FA, Inc. Robert is a licensed insurance agent and has been in the financial services industry since 2007. Robert's previous experience includes working with CUNA Brokerage Services, Inc. and Lincoln Financial Advisors Corporation. Robert's specializations include retirement planning, investment management, and insurance.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
04/13/2012 - Present
Osaic FA, Inc. (WILMINGTON DE)
DE
02/23/2010 - 04/04/2012
CUNA BROKERAGE SERVICES, INC. (DOVER DE)
DE
12/05/2007 - 02/04/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (WILMINGTON DE)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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