Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Riley is a financial advisor with over 48 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Florida and Pennsylvania. Robert has a strong background in providing financial planning, pension consulting, and portfolio management services. Robert's experience and expertise are valuable assets for clients seeking personalized 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.
1
2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (DEVON PA)
PA
04/15/2003 - 11/02/2018
SIGNATOR INVESTORS, INC. (DEVON PA)
IN
05/07/2002 - 04/21/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
07/26/1974 - 04/21/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/16/1983 - 10/14/1987
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 01/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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