Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Keith is an investment advisor with over 28 years of experience in the financial industry. Robert is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2025. Previously, Robert was registered with Jefferson-Pilot Investor Services, Inc. and served as a registered representative from May 1995 to October 1997. Robert holds licenses in both Series 63 and Series 65, and is also registered in North Carolina and South Carolina. Robert's professional designations include a Series 6, Series 7 and the Securities Industry Essentials Examination (SIE). In addition to his investment advisory services, Robert also acts as an insurance agent. Osaic Wealth, Inc. is a registered investment advisor that provides financial planning, pension consulting, portfolio management and educational seminars. The firm manages over $94 Billion in assets for individuals, businesses, charitable organizations 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.
1
2
SC
01/24/2025 - Present
Osaic Wealth, Inc. (PAWLEYS ISLAND SC)
IN
05/10/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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