Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Johnson is a registered representative with Osaic Wealth, Inc. based in Dallas, Texas. He is also a registered investment advisor representative. Robert has been in the industry since 2003 and has worked at several firms. Robert holds a Series 7, Series 66, Series 53, and Series 65 licenses. Robert has experience with portfolio management for individuals, businesses, and investment companies. He also provides financial planning services, pension consulting, and educational seminars.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
01/06/2015 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
TX
11/18/2011 - 03/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
07/07/2010 - 06/29/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
07/09/2007 - 03/06/2009
PROVIDENT ASSET MANAGEMENT, LLC (DALLAS TX)
TX
07/18/2003 - 07/05/2007
SECURITIES AMERICA, INC. (DALLAS TX)
MA
09/06/2002 - 07/17/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2018
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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