Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Killworth is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Arizona and Texas. Robert has a wide range of experience in financial planning, investment management, and retirement planning. Robert specializes in providing financial advice to individuals, families, and businesses. Robert holds a Series 7, Series 63, Series 65, and Series 51 licenses, along with the SIE designation. Robert is also a Certified Financial Planner.
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
AZ
09/24/2024 - Present
Osaic Wealth, Inc. (CHANDLER AZ)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/12/1981 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/18/1974 - 05/20/1981
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
03/16/1979 - 01/16/1981
HOME LIFE INSURANCE COMPANY
NA
09/07/1973 - 05/15/1974
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
09/07/1973 - 05/15/1974
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 07/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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