Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pimbert Dovala is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and holds a Series 66 license. Robert also has previous experience with SAGEPOINT FINANCIAL, INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY and CHARLES SCHWAB & CO., INC. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Robert has a strong track record of helping clients achieve their financial goals.
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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AZ
02/13/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
07/12/2010 - 12/13/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
06/16/2008 - 01/22/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
08/31/2007 - 03/26/2008
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/27/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
08/17/2006 - 06/25/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 02/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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