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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gentner is an investment advisor representative with Osaic Wealth, Inc. based in Amherst, NY. Robert has been in the financial services industry for over 40 years. Robert's areas of expertise include financial planning, pension consulting, and portfolio management. Robert has extensive experience working with individuals, high-net-worth individuals, families, businesses, trusts, estates, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Robert is licensed to provide investment advice in several states. Prior to joining Osaic Wealth, Inc., Robert was an investment advisor representative with Securities America, Inc. and Lincoln Investment Planning, Inc. Robert is committed to providing his clients with the highest level of service and personalized attention.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
09/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
03/01/2002 - 09/05/2007
LINCOLN INVESTMENT PLANNING, INC. (AMHERST NY)
NY
06/04/1984 - 03/08/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
10/15/1993 - 11/29/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
09/23/1983 - 07/30/1988
CPC SECURITIES CORPORATION
NA
10/14/1982 - 11/10/1983
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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