Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert S. Harrell is an Investment Advisor Representative at Osaic Wealth, Inc. Robert has been in the financial services industry for over 20 years. Robert has worked for multiple firms throughout his career. Robert has passed the Series 6, 7, 24, 51, 63 and 65 exams and holds licenses in several states. Robert has extensive experience in providing financial planning and investment management services to individuals and businesses.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (CAMARILLO CA)
CA
01/19/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CAMARILLO CA)
CA
01/16/2014 - 01/12/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (THOUSAND OAKS CA)
CA
05/05/2011 - 01/21/2014
LPL FINANCIAL LLC (CAMARILLO CA)
CA
09/01/2005 - 05/12/2011
SECURITIES AMERICA, INC. (CAMARILLO CA)
AZ
10/02/2002 - 09/12/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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