Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anderson is a financial advisor with over 3 years of experience in the industry. He has a Series 7TO, Series 66, and SIE. Robert has a broad range of experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert is also a Certified Public Accountant and has experience in bookkeeping, accounting, and tax services. He is passionate about helping clients achieve their financial goals and providing them with the best possible advice. Robert is currently a registered investment advisor representative with Osaic Wealth, Inc. Robert Anderson is also a property manager for Prosperity Investment Offices, LLC and has experience selling life insurance through his own company RJ Anderson Insurance. Robert is also an active member of the Chico Central Little League where he coaches a youth baseball team.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (CHICO CA)
CA
09/02/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CHICO CA)
BOTH
Issued 09/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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