Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Coyle is a financial advisor with over 29 years of experience in the industry. Robert currently works at Osaic Wealth, Inc. where Robert has been registered since January 19, 2024. Robert's previous experience includes positions with Woodbury Financial Services, Inc., ALLSTATE FINANCIAL SERVICES, LLC, M. S. HOWELLS & CO., QUESTAR CAPITAL CORPORATION, GWN SECURITIES INC., PACIFIC WEST SECURITIES, INC., and LINSCO/PRIVATE LEDGER CORP. Robert is registered in 15 states and holds the Series 6, 7, 26, 63 and 65 licenses. Robert specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Robert's firm, Osaic Wealth, Inc. manages over $94 billion in assets for over 437,000 clients.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
07/01/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (IRVINE CA)
CA
08/13/2019 - 07/01/2020
ALLSTATE FINANCIAL SERVICES, LLC (Irvine CA)
CA
08/29/2018 - 08/09/2019
M. S. HOWELLS & CO. (IRVINE CA)
CA
08/26/2013 - 08/29/2018
QUESTAR CAPITAL CORPORATION (IRVINE CA)
CA
09/16/2011 - 08/26/2013
GWN SECURITIES INC. (IRVINE CA)
CA
09/01/2006 - 09/21/2011
PACIFIC WEST SECURITIES, INC. (IRVINE CA)
CA
02/28/2006 - 09/01/2006
LINSCO/PRIVATE LEDGER CORP. (IRVINE CA)
CA
11/29/1996 - 02/24/2006
LINSCO/PRIVATE LEDGER CORP. (IRVINE CA)
CA
02/18/1994 - 12/06/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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