Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Gold is a financial advisor with over 30 years of experience in the industry. Robert Steven Gold is currently registered with Osaic Wealth, Inc. and has held previous positions with Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., CIBC World Markets Corp., Prudential Securities Incorporated, Lehman Brothers Inc., and Greentree Securities Corp. Robert Steven Gold holds Series 63, SIE, and Series 7 licenses. Robert Steven Gold specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
BURLINGAME, CA
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.
1
2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (BURLINGAME CA)
CA
01/03/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BURLINGAME CA)
CA
09/20/2019 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (San Mateo CA)
CA
04/21/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (San Mateo CA)
CA
06/30/2014 - 03/04/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
01/31/2005 - 07/01/2014
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
NY
04/13/2000 - 02/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/06/1998 - 04/20/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/14/1995 - 07/17/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/15/1987 - 03/22/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/22/1986 - 11/28/1986
GREENTREE SECURITIES CORP.
BC
Issued 11/5/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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