Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Koenigbauer is a financial professional with over 20 years of experience in the financial services industry. Robert has been registered with the Securities and Exchange Commission (SEC) since 2001. Robert currently works for Osaic Wealth, Inc., in Bowling Green, Ohio. Before joining Osaic Wealth, Inc., Robert worked for Signator Investors, Inc. and MetLife Securities Inc. Robert holds Series 6, 7, 63, and 66 licenses. Robert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
1
2
OH
01/08/2015 - Present
Osaic Wealth, Inc. (BOWLING GREEN OH)
OH
03/02/2007 - 09/29/2014
SIGNATOR INVESTORS, INC. (MAUMEE OH)
MA
08/21/2001 - 10/28/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/21/2001 - 10/28/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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