Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Motley is an investment advisor representative at Osaic Wealth, INC. He has been working in the financial industry since 1986. Robert has held previous positions with Securities America, INC., Brecek & Young Advisors, INC., Gore-Horvath, INC., ASB Financial Services, and AGFC Investment Securities. He specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Robert is registered with the state of California and has passed the Series 6, 7, and SIE exams. He also provides life insurance and fixed annuity solutions for clients.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
01/23/2009 - 07/22/2020
SECURITIES AMERICA, INC. (FAIR OAKS CA)
CA
10/04/1996 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FAIR OAKS CA)
CA
11/21/1989 - 10/22/1996
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
CA
06/20/1989 - 11/27/1989
ASB FINANCIAL SERVICES (IRVINE CA)
NA
07/09/1987 - 05/11/1989
AGFC INVESTMENT SECURITIES
BC
Issued 9/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 7/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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