Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fialkowski is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Osaic Wealth, Inc. in Oklahoma and Texas. Robert has previously held positions with several other firms including First Independent Financial Services, Inc., SagePoint Financial, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, BOSC, Inc., NYLIFE Securities Inc., Guardian Investor Services Corporation and Pruco Securities Corporation. Robert holds the Series 6, Series 63, Series 65, and SIE licenses. Robert specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for businesses and individuals.
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.
1
2
OK
07/27/2023 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
07/01/2009 - 12/01/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
OK
10/31/2008 - 07/02/2009
SAGEPOINT FINANCIAL, INC. (TULSA OK)
OK
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TULSA OK)
TX
09/22/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
OK
06/17/1997 - 09/02/1999
BOSC, INC. (TULSA OK)
NY
12/20/1995 - 06/18/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
10/10/1994 - 11/29/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
06/12/1987 - 10/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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