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 St. george is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in New York, North Carolina and Wisconsin. Previously, Robert worked with AXA Advisors, LLC, New England Securities, and MONY Securities Corporation. Robert holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Robert provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Robert also offers other financial services, including insurance and real estate investments.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
NY
01/15/2009 - 02/07/2012
AXA ADVISORS, LLC (ROCHESTER NY)
NY
06/04/2002 - 01/26/2009
NEW ENGLAND SECURITIES (PITTSFORD NY)
NY
12/07/1992 - 06/07/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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