ADVISOR BIO

Robert Weaver is a financial advisor with Osaic Wealth, Inc., located in Oklahoma City, Oklahoma. Robert has been in the financial industry since 1987, providing financial advice to clients in multiple states. Robert has experience in financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Robert Lee Woody is an investment advisor representative at Access Financial Resources Inc. based in Oklahoma City, OK. Robert has been in the financial services industry since 2001 and is registered in Oklahoma and Texas. Robert previously worked at ACCESS INVESTMENTS, INC. and WASHINGTON SQUARE SECURITIES, INC. Robert holds a Series 7 and Series 66 license and specializes in providing financial planning, pension consulting, and educational seminars. Robert also offers portfolio management services for individuals.

SPECIALIZATIONS

ADVISOR BIO

Robert Ryland is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in Oklahoma City. Robert has over 30 years of experience in the financial services industry. Robert's experience includes working with individuals, corporations, and other entities, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Robert specializes in providing portfolio management services, including research reports and services, IPS, allocation modeling, and performance measurement reports. Robert is also registered as an Investment Advisor Representative in Texas.

SPECIALIZATIONS

ADVISOR BIO

Robert Rodgers has been in the financial industry since 2005. Robert is registered to offer securities and investment advisory services in 27 states and is currently employed by Morgan Stanley. Robert has a Series 3, 7, 31, and 66 license. Robert specializes in providing investment advisory services to individuals, businesses, investment companies, charitable organizations, insurance companies, investment clubs, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Robert Connor is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the financial services industry. Robert is registered to provide securities and investment advisory services in 29 states and has a wide range of experience in helping clients with a variety of financial needs. Robert has experience working with clients in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Robert is committed to providing clients with personalized financial advice and strategies that are tailored to their unique needs.

SPECIALIZATIONS

ADVISOR BIO

Robert Joseph Morales is an investment advisor representative with Edward Jones and has been in the industry since February 26, 2018. Robert Morales has a Series 7, Series 66, and SIE license. Robert Morales works out of the Lawton, OK office and is registered to provide investment advice in 23 states, including Oklahoma, Texas, California, Florida, and Illinois. Robert Morales is also a licensed insurance agent and has experience in football officiating.

SPECIALIZATIONS

ADVISOR BIO

Robert Duenner has been in the financial services industry since 1984. Robert is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Robert was employed by Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Robert is a licensed investment advisor representative in Oklahoma and Texas. Robert holds the Series 7, 31, and 63 licenses. Robert also holds the Series 65 license. Robert has specialized in asset allocation, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Robert Fialkowski is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Osaic Wealth, Inc. in Oklahoma and Texas. Robert has previously held positions with several other firms including First Independent Financial Services, Inc., SagePoint Financial, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, BOSC, Inc., NYLIFE Securities Inc., Guardian Investor Services Corporation and Pruco Securities Corporation. Robert holds the Series 6, Series 63, Series 65, and SIE licenses. Robert specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Robert Linn has been a registered advisor since August 1999. Robert Linn is an active Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC, and is registered in 19 states. Robert Linn also has a registration as an Investment Advisor Representative with Ameriprise Financial Services, LLC in Texas. Previously, Robert Linn was registered with IDS LIFE INSURANCE COMPANY in Minnesota from August 1999 to July 2006. Robert Linn has passed the Series 66, Series 7 and the SIE exams and is a licensed insurance broker. Robert Linn has been providing financial advice for over 23 years, specializing in investment advisory, financial planning, portfolio management, and other services for individuals, high net worth individuals, trusts, estates, corporations, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Robert Paul Marcoux is an investment advisor representative at Relation Wealth Management, Inc. Robert has been in the industry since 2004. Robert currently holds Series 66 and Series 7 licenses and has a SIE exam. Robert has previously worked with KESTRA INVESTMENT SERVICES, LLC and UBS FINANCIAL SERVICES INC. Robert is registered in Oklahoma and Texas. Robert specializes in providing financial planning, pension consulting, and portfolio management services for individuals.

SPECIALIZATIONS