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 Zyzo is an Investment Advisor Representative with Osaic Wealth, Inc., located in Waukesha, WI. Robert has been in the industry since 1996, providing financial services to individuals, families, and businesses. Robert Michael Zyzo has a broad range of experience in financial planning, portfolio management, and retirement planning. Robert Michael Zyzo is a Certified Financial Planner and holds several licenses including the Series 6, 7, 24, 26, 63, and 65.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (WAUKESHA WI)
WI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKFIELD WI)
TN
09/18/2012 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
WI
11/20/2008 - 10/08/2012
LPL FINANCIAL LLC (BROOKFIELD WI)
WI
07/11/2005 - 11/21/2008
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
GA
04/12/2002 - 07/12/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
07/15/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/23/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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