Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bond is a financial advisor with Osaic Wealth, Inc. He has been in the financial industry since 1981 and has a wide range of experience in providing investment advice. Robert has held various positions at several firms throughout his career. Robert is currently registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in several states, including California, Michigan, Nevada, North Carolina, Oklahoma, Oregon, and Virginia. Robert has a deep understanding of the financial markets and is committed to providing his clients with the best possible investment advice.
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
CA
02/19/2003 - Present
Osaic Wealth, Inc. (LOS ANGELES CA)
IA
08/14/2002 - 02/07/2003
SCHOFF & BAXTER, INC. (BURLINGTON IA)
NY
01/08/2002 - 08/22/2002
QUICK & REILLY, INC. (NEW YORK NY)
CA
06/10/1994 - 01/18/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
NA
04/10/1990 - 03/18/1994
THOMAS F. WHITE & CO., INCORPORATED
NY
04/11/1988 - 04/23/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/01/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
02/23/1981 - 03/29/1983
DEAN WITTER REYNOLDS INC.
BC
Issued 06/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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