Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Holly Burcham is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has held prior roles with Securities America, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Mutual Benefit Financial Service Company. Robert has a wide range of experience in the financial services industry, including investment advisory services, portfolio management, and financial planning. Robert holds a Series 6, Series 7, Series 22, and Series 63 licenses.
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
TN
06/14/2024 - Present
Osaic Wealth, Inc. (KNOXVILLE TN)
TN
07/03/2000 - 06/14/2024
SECURITIES AMERICA, INC. (KNOXVILLE TN)
MA
03/12/1999 - 06/30/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/12/1999 - 06/30/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
10/24/1991 - 04/19/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/24/1991 - 04/19/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
02/25/1986 - 10/24/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 02/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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