Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Motley is an investment advisor representative currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Robert has been in the financial services industry since 1987, and has held past registrations with Securities America, Inc., Brecek & Young Advisors, Inc., Gore-Horvath, Inc., ASB Financial Services, and AGFC Investment Securities. Robert has passed the Series 6, Series 7 and SIE exams, and is licensed in California as an Investment Advisor Representative. Robert provides fixed annuity and term life insurance sales in addition to his advisory work.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
01/23/2009 - 07/22/2020
SECURITIES AMERICA, INC. (FAIR OAKS CA)
CA
10/04/1996 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FAIR OAKS CA)
CA
11/21/1989 - 10/22/1996
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
CA
06/20/1989 - 11/27/1989
ASB FINANCIAL SERVICES (IRVINE CA)
NA
07/09/1987 - 05/11/1989
AGFC INVESTMENT SECURITIES
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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