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 Gole is a financial advisor at Osaic Wealth, Inc. Robert has been in the financial services industry since 2009. Robert holds the Series 66 and Series 7 licenses and the SIE exam. Robert also holds the Certified Financial Planner designation. Robert has worked at Woodbury Financial Services, Inc. and Capital One Investing, LLC before joining Osaic Wealth, Inc. in 2024. Robert is registered with the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
MD
01/19/2024 - Present
Osaic Wealth, Inc. (Bethesda MD)
MD
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Bethesda MD)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
MD
04/26/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (FREDERICK MD)
MD
04/03/2009 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 04/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Gole is the right advisor for you? Invested Better is here to help.
