Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Metz is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Robert is also a Certified Financial Planner. Prior to joining Osaic Wealth, Inc., Robert was employed by Woodbury Financial Services, Inc. and 1717 Capital Management Company. Robert provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and retirement plans. Robert is committed to helping clients achieve their financial goals.
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
01/19/2024 - Present
Osaic Wealth, Inc. (Scottsdale AZ)
IL
10/19/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
06/26/1992 - 10/24/2007
1717 CAPITAL MANAGEMENT COMPANY (LOMBARD IL)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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