Unclaimed
Robert Hamlin is a financial advisor with Osaic Wealth, Inc. Robert has been in the industry since 1999. Robert is registered with the state of Virginia. Robert is a Certified Financial Planner. Robert has worked at several firms in the past, including SagePoint Financial, Inc. and Lincoln Financial Advisors Corporation.
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
VA
09/01/2023 - Present
Osaic Wealth, Inc. (CHESAPEAKE VA)
VA
05/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHESAPEAKE VA)
VA
01/30/2006 - 05/09/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)
VA
01/30/2006 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
NJ
08/12/1999 - 02/02/2006
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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