Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Blanco is a financial advisor with over 27 years of experience in the industry. Roberto is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Roberto is licensed in several states, including Arizona, California, Colorado, Florida, New Jersey, New Mexico, North Dakota, Oklahoma and Texas. Roberto has a strong track record of providing financial advice to individuals, businesses, and charitable organizations. Roberto's specialties include financial planning, pension consulting, and portfolio management.
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
AZ
09/18/2024 - Present
Osaic Wealth, Inc. (Phoenix AZ)
TX
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (El Paso TX)
TX
04/15/2016 - 08/30/2019
M HOLDINGS SECURITIES, INC. (El Paso TX)
TX
09/03/2009 - 05/03/2016
INVESTORS CAPITAL CORP. (EL PASO TX)
TX
06/15/2006 - 09/16/2009
LPL FINANCIAL CORPORATION (EL PASO TX)
TX
07/09/2004 - 06/14/2006
WOODBURY FINANCIAL SERVICES, INC. (EL PASO TX)
NY
08/05/1996 - 07/27/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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