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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walter Breske is a financial advisor with over 38 years of experience in the industry. Robert is registered with Osaic Wealth, Inc. in Florida and Michigan. Robert's previous experience includes working with Signator Investors, Inc., Transamerica Financial Advisors, Inc, and Pruco Securities Corporation. Robert has a strong track record of success in providing financial advice to individuals, families, and businesses. Robert holds Series 6, 7, 22, 26, 63 and 65 licenses. Robert is committed to providing clients with personalized financial advice that meets their individual needs.
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 6/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/1/1997
Series 7 - General Securities Representative Examination
BC
Issued 6/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 2/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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