Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Petzold is a financial advisor who has been in the industry since February 21, 2000. Robert is currently registered with Osaic Wealth, Inc. and has been with them since June 2024. Robert has a broad range of experience, having worked with a variety of firms over the years, including Securities America, Inc., MetLife Securities Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Robert is dedicated to providing clients with comprehensive financial advice and has a strong track record of success. Robert is committed to 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.
1
2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
FL
11/21/2014 - 06/14/2024
SECURITIES AMERICA, INC. (TERRA CEIA ISLAND FL)
FL
09/17/2009 - 11/30/2010
METLIFE SECURITIES INC. (SARASOTA FL)
FL
09/15/1998 - 06/24/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
09/15/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 08/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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