Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dyer is a financial advisor with over 40 years of experience in the financial industry. He has a strong background in investment banking, securities, and financial planning. Robert is a Certified Financial Planner, and holds several licenses and designations, including Series 7, 24, 63, and SIE. He is currently registered with Osaic Wealth, Inc. and has previously held positions at Securities America, Inc., Investcorp, Inc., and Investment Management & Research, Inc. Robert is dedicated to providing personalized financial advice to individuals, families, and businesses.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (Middle River MD)
MD
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Middle River MD)
MD
03/21/1988 - 07/17/2020
INVESTACORP, INC. (PHOENIX MD)
NA
01/25/1984 - 04/04/1988
INVESTMENT MANAGEMENT & RESEARCH, INC
BC
Issued 04/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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