Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bagby is a financial advisor with Osaic Wealth, Inc. Robert has been working in the financial industry since January 1997. Robert specializes in financial planning, portfolio management, and pension consulting. Robert is registered with the state of Texas and other states and holds several securities licenses, including Series 7, 10, 24, 52, 63, and 65. Robert has worked with various firms over the years including Sagepoint Financial, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and H&R Block Financial Advisors, Inc.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (CEDAR PARK TX)
TX
05/27/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CEDAR PARK TX)
TX
05/16/2005 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
MD
03/30/2001 - 05/26/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MI
01/28/1997 - 04/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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