Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walter Rice is an investment advisor with over 35 years of experience in the financial industry. Robert is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Previously, Robert worked for Signator Investors, Inc., Signator Financial Services, Inc., and Interpacific Investors Services, Inc. Robert is licensed in Arizona, California, Idaho, Oregon and Washington and holds Series 63, Series 7, and SIE licenses. Robert specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and pension and profit sharing plans.
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
WA
11/02/2018 - Present
Osaic Wealth, Inc. (LONGVIEW WA)
WA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (LONGVIEW WA)
WA
09/08/2009 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (LONGVIEW WA)
WA
07/21/1983 - 09/16/2009
INTERPACIFIC INVESTORS SERVICES, INC. (LONGVIEW WA)
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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