Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weaver is a financial advisor with Osaic Wealth, Inc., located in Oklahoma City, Oklahoma. Robert has been in the financial industry since 1987, providing financial advice to clients in multiple states. Robert has experience in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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
OK
11/05/2015 - Present
Osaic Wealth, Inc. (Oklahoma City OK)
OK
04/20/2007 - 11/11/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (DEL CITY OK)
OK
01/04/2006 - 05/09/2007
WFG INVESTMENTS, INC. (DEL CITY OK)
TX
01/07/2003 - 12/07/2005
FIRST WESTERN SECURITIES, INC. (HURST TX)
MN
01/21/2000 - 12/31/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
TX
02/02/1999 - 01/07/2000
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
CO
02/27/1998 - 12/31/1998
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
02/20/1987 - 02/11/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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