Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sandberg is an active Registered Representative and Investment Advisor Representative, with over 25 years of experience in the financial services industry. Robert is registered with Osaic Advisory Services, LLC and has been associated with the firm since November 2024. Prior to joining Osaic Advisory Services, LLC, Robert was associated with Securities America, Inc. from February 2011 to June 2024. He has a strong background in financial planning, portfolio management, and retirement planning. Robert is dedicated to helping clients achieve their financial goals.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
UT
02/11/2011 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTH JORDAN UT)
UT
09/28/2009 - 02/11/2011
QA3 FINANCIAL CORP. (SOUTH JORDAN UT)
UT
10/31/2005 - 09/30/2009
SAGEPOINT FINANCIAL, INC. (OREM UT)
AZ
06/09/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 08/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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