Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Dahlman is a financial advisor with over 40 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and is active in the brokerage and investment advisory businesses. He is also licensed in 20 states across the US. He has worked with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. He is committed to providing personalized financial planning and investment management services to his 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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
07/16/2004 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
04/03/2000 - 07/19/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/08/1991 - 04/10/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/18/1987 - 06/25/1991
PRUDENTIAL SECURITIES INCORPORATED
NY
06/22/1984 - 06/25/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/14/1987 - 12/08/1987
ADVEST, INC.
NA
04/13/1981 - 06/15/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 07/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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