Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Breske is an investment advisor representative with Osaic Wealth, Inc. He has been in the financial services industry since March 1984. Robert has held previous roles with Signator Investors, Inc. and Transamerica Financial Advisors, Inc.. Robert is licensed to provide investment advice in Colorado, Florida, Georgia, Illinois, Louisiana, Michigan, Minnesota, Mississippi, Missouri, North Carolina, and Wyoming. He is also registered with FINRA and the SEC. Robert can provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
FL
01/11/2024 - Present
Osaic Wealth, Inc. (ORLANDO FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ORLANDO FL)
FL
01/26/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ORLANDO FL)
NJ
03/21/1984 - 02/08/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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