Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Oda is an Investment Advisor Representative with Global View Capital Management LLC. Robert has been in the financial services industry for over 20 years and has worked for several firms including Transamerica Financial Advisors, Inc. and World Group Securities, Inc.. Robert is registered with the state of California and holds Series 6, 63, and 65 licenses. Robert is a Registered Investment Advisor and offers financial planning and portfolio management services for individuals and institutions. Robert is also an Independent Contractor for Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC, where Robert is a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
11/16/2016 - Present
Global View Capital Management LLC (WAUKESHA WI)
CA
01/06/2012 - 02/20/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIMAS CA)
CA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CHINO HILLS CA)
GA
06/21/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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