Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Engelhardt is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has a diverse range of experience, having previously worked with Wachovia Securities, LLC and Prudential Securities Incorporated. Robert specializes in working with individuals, corporations, and pension and profit-sharing plans. He is passionate about providing customized financial solutions tailored to each client's unique needs and goals. Robert has a strong commitment to client education and transparency, making him a trusted advisor for those seeking comprehensive financial guidance.
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
10/11/2024 - Present
Osaic Wealth, Inc. (Massapequa NY)
MO
07/01/2003 - 08/18/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/17/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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