2024 -
now Registered Representative @ Osaic Wealth Inc., Member FINRA/SIPC
2009 -
now Founder and CEO @
Robert Sandberg Education
College for Financial Planning
MS (Financial Planning)
Brigham Young University
BA (Economics)
Robert Sandberg Skills
Wealth Management
Strategic Financial Planning
Retirement
Investments
Financial Advisory
Financial Planners
Life Insurance
Series 7
Securities
Series 63
Disability Insurance
Estate Planning
Asset Managment
Insurance
Tax
Financial Reporting
Retirement Planning
Personal Finance
Employee Benefits
Pensions
Investment Management
401k
Series 65
Financial Services
Investment Advisory
Portfolio Management
Estate Tax Planning
Finance
Mutual Funds
Sales
Microsoft Excel
Jordan
Business Development
Training
Robert Sandberg Summary
Robert Sandberg, based in South Jordan, UT, US, is currently a Registered Representative at Osaic Wealth Inc., Member FINRA/SIPC. Robert Sandberg brings experience from previous roles at Osaic Advisory Services, LLC and Freedom Point Financial. Robert Sandberg holds a MS in Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement, Investments, Financial Advisory and more. Robert Sandberg has 2 emails and 3 mobile phone numbers on RocketReach.
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