Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Becker is a financial advisor in Odessa, Florida. Robert is associated with Osaic Wealth, Inc., a registered investment advisor. Robert has been in the financial services industry since October 31, 1985. Robert has passed the Series 6, 7, 63 and 66 exams and holds licenses in several states. In addition to his work as an investment advisor representative, Robert has other business activities that may be related to the financial services industry. Robert also works as an insurance agent.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (Odessa FL)
FL
05/07/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Odessa FL)
TN
10/12/2007 - 05/07/2010
SIGNATOR INVESTORS, INC. (MURFREESBORO TN)
TN
02/03/2005 - 11/05/2007
ONEAMERICA SECURITIES, INC. (MURFREESBORO TN)
OH
07/31/2001 - 02/09/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
09/11/2000 - 07/31/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/26/1990 - 09/07/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/26/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
TN
05/09/1989 - 06/06/1990
ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION (BRENTWOOD TN)
MA
11/09/1987 - 04/25/1989
MANEQUITY, INC. (BOSTON MA)
NA
08/28/1985 - 12/11/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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