Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Glen Sher is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has also previously held positions at Signator Investors, Inc., John Hancock Mutual Life Insurance Company, Penn Mutual Equity Services, Inc., and AEGIS CAPITAL CORP.. Robert holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 51, 63, and 65. Robert specializes in financial planning, portfolio management for individuals and businesses, 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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
02/08/1993 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
MA
02/08/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
PA
05/16/1991 - 02/08/1993
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NY
10/18/1984 - 05/09/1991
AEGIS CAPITAL CORP. (NEW YORK NY)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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