Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gleason is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. Previously, Robert has held positions at SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., NATIONAL SECURITIES CORPORATION, G.R. STUART & COMPANY, INC., FINANCIAL SECURITIES NETWORK,INC., and COMMONWEALTH EQUITY SERVICES, INC. Robert is a Series 6, Series 63, and Series 65 licensed advisor. Robert specializes in providing financial planning, pension consulting, and educational seminars to a diverse clientele that includes individuals, businesses, charitable organizations, and pension and profit-sharing plans. Robert is also a licensed real estate agent with Boston Connect Real Estate Services.
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
MA
09/01/2023 - Present
Osaic Wealth, Inc. (KINGSTON MA)
MA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (KINGSTON MA)
AZ
01/28/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
06/05/1995 - 02/25/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
MA
02/09/1993 - 06/05/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
09/17/1990 - 02/26/1993
FINANCIAL SECURITIES NETWORK,INC.
MA
03/03/1988 - 07/13/1989
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 06/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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