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 Morales is a financial advisor with over 30 years of experience in the industry. Robert currently works at Osaic Wealth, Inc. in Reno, Nevada. Before joining Osaic Wealth, Robert was a registered representative with Triad Advisors LLC in Reno, Nevada. He holds a Series 6, 63 and 65 license. Robert has a strong background in financial planning, portfolio management and insurance sales. He is committed to providing his clients with personalized financial advice and services. He helps individuals, families, and businesses achieve 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
NV
08/23/2024 - Present
Osaic Wealth, Inc. (RENO NV)
NV
04/28/2009 - 08/23/2024
TRIAD ADVISORS LLC (RENO NV)
NV
01/23/2009 - 04/30/2009
SECURITIES AMERICA, INC. (RENO NV)
NV
08/15/2000 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (RENO NV)
MN
05/17/1994 - 09/06/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
11/16/1992 - 05/11/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
07/08/1991 - 09/30/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/1991 - 09/30/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
03/25/1991 - 06/11/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/25/1991 - 06/11/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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