Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lyons has been in the financial industry since 1982. Robert is currently registered with Osaic Wealth, Inc. in Florida, New York, and North Carolina. Robert is a general securities representative and has previously held registrations with National Planning Corporation, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Dean Witter Reynolds Inc., E. F. Hutton & Company Inc, Moseley, Hallgarten, Estabrook & Weeden, Inc. and MacPeg Ross and Goldaber Securities, Inc.
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
NY
10/23/2017 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
11/05/2003 - 10/23/2017
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
CA
08/01/2003 - 11/14/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
02/20/1991 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
01/29/1991 - 02/20/1991
NATHAN & LEWIS SECURITIES, INC.
NY
10/19/1987 - 01/28/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/27/1984 - 10/28/1987
E. F. HUTTON & COMPANY INC
NA
04/12/1983 - 03/22/1984
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
02/16/1982 - 03/30/1983
MACPEG ROSS AND GOLDABER SECURITIES, INC.
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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