Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wagner is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the industry. Robert has a Series 7, Series 66 and SIE license and has held previous roles at Woodbury Financial Services, Inc., Ameriprise Financial Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert's areas of expertise include financial planning, pension consulting, and portfolio management for 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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TX
01/19/2024 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/05/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
08/12/2011 - 01/10/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SUGAR LAND TX)
TX
06/01/2009 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (SUGARLAND TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SUGARLAND TX)
TX
07/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (THE WOODLANDS TX)
NY
08/14/2002 - 07/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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