Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Bishop is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states. Prior to joining Osaic Wealth, Inc., Robert was a financial advisor at Securities Service Network, LLC and LPL Financial LLC. Robert is also a Chartered Financial Consultant. He is dedicated to providing personalized financial advice to individuals, families, and businesses. Robert works with clients to develop customized financial plans that meet their unique needs and goals. He offers a variety of financial services including financial planning, investment management, and retirement planning. Robert is committed to providing exceptional customer service and building long-lasting relationships with his clients.
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.
1
2
CT
09/09/2020 - Present
Osaic Wealth, Inc. (Farmington CT)
CT
03/26/2018 - 02/20/2020
SECURITIES SERVICE NETWORK, LLC (EAST HARTFORD CT)
CT
05/30/2012 - 09/18/2017
LPL FINANCIAL LLC (AVON CT)
BOTH
Issued 08/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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