Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Reich is an investment advisor representative associated with Osaic Wealth, Inc. located in Fort Lauderdale, Florida. Robert has been working in the financial services industry since May 1996. Robert has been registered with the state of Florida since September 1, 2023. Robert has previously been registered with several other firms including Sagepoint Financial, Inc. and MML Investors Services, LLC. Robert has a strong track record of providing financial planning and investment management services to individuals, businesses, and retirement plans. Robert is committed to providing personalized service and helping clients reach 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
FL
06/20/2024 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
05/28/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
03/25/2017 - 05/28/2019
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
11/19/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
07/05/2006 - 11/19/2009
AXA ADVISORS, LLC (BOCA RATON FL)
FL
01/29/2003 - 07/31/2006
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
IN
10/19/1999 - 02/04/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
05/31/1996 - 11/11/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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