Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Meints is an Investment Advisor Representative with Osaic Wealth, Inc. based in Edina, MN. Robert has been working in the financial industry since 1987 and has held registrations with various firms, including Woodbury Financial Services, Inc. and AXA Advisors, LLC. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (EDINA MN)
MN
12/15/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EDINA MN)
MN
11/21/1990 - 12/19/2011
AXA ADVISORS, LLC (EDINA MN)
NY
11/21/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/09/1987 - 12/20/1989
EQUICO SECURITIES, INC.
NA
11/09/1987 - 12/20/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
01/20/1987 - 10/19/1987
METLIFE SECURITIES INC.
NA
01/20/1987 - 10/15/1987
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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