Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jones is a financial advisor with over 40 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc., and has been a Certified Financial Planner for many years. Robert's experience includes working with clients of all types, including high-net-worth individuals, businesses, and pension plans. His previous employers include FSC Securities Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Lincoln National Pension Insurance Company, Comprehensive Financial Planning Securities, Inc., and First Affiliated Securities, 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
IL
11/03/2023 - Present
Osaic Wealth, Inc. (WEST CHICAGO IL)
IL
09/20/1993 - 11/03/2023
FSC SECURITIES CORPORATION (WEST CHICAGO IL)
IN
02/20/1986 - 09/30/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
12/28/1981 - 09/30/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/20/1987 - 02/27/1988
COMPREHENSIVE FINANCIAL PLANNING SECURITIES, INC.
CA
08/06/1986 - 01/15/1988
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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