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 Lamb is an investment advisor representative with Osaic Wealth, Inc. located in Fort Pierce, Florida. Robert has been in the securities industry for over 16 years. His previous employers include CETERA ADVISORS LLC, SUNTRUST INVESTMENT SERVICES, INC., LPL FINANCIAL LLC, FNB BROKERAGE SERVICES, INC. and NATIONWIDE SECURITIES, INC.. Robert holds FINRA Series 6, 7, 63, 65, and SIE licenses and is registered to sell securities in Florida and Georgia.
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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FL
06/28/2024 - Present
Osaic Wealth, Inc. (FORT PIERCE FL)
FL
11/02/2017 - 07/02/2024
CETERA ADVISORS LLC (FORT PIERCE FL)
FL
04/03/2013 - 11/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (OKEECHOBEE FL)
FL
09/30/2008 - 04/05/2013
LPL FINANCIAL LLC (PALM CITY FL)
FL
11/18/2003 - 03/16/2004
FNB BROKERAGE SERVICES, INC. (STUART FL)
OH
05/14/2002 - 09/30/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 09/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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