Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Melchor is a registered representative and investment advisor representative with Osaic Wealth, Inc. Robert has been in the financial services industry since 2000 and has a broad range of experience. Robert's previous affiliations include First Independent Financial Services, Inc., Neidiger, Tucker, Bruner, Inc., Chapman Securities, Inc., Royal Alliance Associates, Inc., and NYLIFE Securities Inc. Robert has passed Series 66, SIE, and Series 7 exams and is registered in Colorado, Kansas, and Oklahoma. Robert is a specialist in the following areas: retirement planning, college savings, insurance, estate planning, and business succession planning.
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
KS
06/06/2016 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
04/11/2005 - 12/07/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (WICHITA KS)
CO
08/11/2004 - 02/22/2005
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
KS
08/07/2002 - 08/11/2004
CHAPMAN SECURITIES, INC. (WICHITA KS)
AZ
03/13/2002 - 08/16/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
04/21/2000 - 03/13/2002
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
NY
12/17/1999 - 03/27/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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