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 Bolebruch has been working in the financial industry since 1988. Robert is currently registered as a Registered Representative with Osaic Wealth, Inc. Robert has been with Osaic Wealth, Inc. since October 2024. Robert is a licensed financial advisor who helps clients with financial planning and portfolio management. Robert has a diverse background in the financial services industry, having previously worked for a number of firms including Sandgrain Securities, Inc., Prudential Securities Incorporated, Paine Webber Incorporated, and L.F. Rothschild & Co. Incorporated.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
08/28/1996 - 03/13/2009
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
05/01/1990 - 08/23/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/08/1988 - 04/30/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/23/1988 - 03/07/1988
L. F. ROTHSCHILD & CO. INCORPORATED
BOTH
Issued 08/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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