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 Feeney is an investment advisor representative who has been in the industry since September 25, 1996. Robert is currently registered with Osaic Wealth, Inc. in South Pasadena, CA. Robert has held previous registrations with Signator Investors, Inc., Transamerica Financial Advisors, Inc, Transamerica Financial Advisors, Inc., Locust Street Securities, Inc., BMA Financial Services, Inc., and Financial Network Investment Corporation. Robert holds the Series 63, SIE and Series 6 licenses.
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
CA
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTH PASADENA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN RAMON CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN RAMON CA)
CA
08/19/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
IA
01/01/2002 - 06/30/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
09/30/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
08/05/1996 - 09/26/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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