Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Angevine is a financial advisor with over 20 years of experience in the securities industry. Robert currently works with Osaic Wealth, Inc. and is registered as a securities broker and investment advisor in multiple states, including California, Connecticut, Georgia, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, and Virginia. Prior to joining Osaic Wealth, Inc., Robert worked with Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Robert has experience working with a variety of client types, including high net worth individuals, corporations, and charitable organizations.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (BREWSTER NY)
CA
08/01/2003 - 12/16/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/28/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 07/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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