Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Tyler is a financial advisor in GREENVILLE, OH. Robert is a Registered Representative and an Investment Advisor Representative. Robert is licensed in 31 states and has 27 years of experience in the financial services industry. He has been with Osaic Wealth, Inc. since November 2018. Robert's previous experience includes working for Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Robert is a Certified Financial Planner and holds Series 63, 66 and 7 licenses, as well as the SIE exam. Robert specializes in helping clients with financial planning, portfolio management, and insurance products.
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
OH
07/30/2019 - Present
Osaic Wealth, Inc. (GREENVILLE OH)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MUNCIE IN)
IN
01/03/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MUNCIE IN)
AL
09/25/1998 - 12/31/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
GA
11/24/1995 - 09/25/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 11/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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