Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Overman is a financial advisor with over 38 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. in several states including Georgia, Indiana, Minnesota, North Carolina, Pennsylvania, and Texas. Robert has a broad range of experience in financial advising, including investment management, financial planning, and insurance. Robert is also a member of the New Bern Historical Society and the Bicycle and Pedestrian Advisory Committee.
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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NC
08/23/2024 - Present
Osaic Wealth, Inc. (NEW BERN NC)
NC
08/04/2009 - 08/23/2024
TRIAD ADVISORS LLC (NEW BERN NC)
NC
11/25/2002 - 07/24/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW BERN NC)
MO
10/01/1999 - 12/11/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
01/21/1986 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 11/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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