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 Santoriello is a financial advisor with over 30 years of experience in the industry. He currently works with Osaic Wealth, Inc. and Osaic Advisory Services, LLC, providing investment advisory services to a variety of clients including individuals, businesses, and retirement plans. Robert has extensive experience in financial planning, portfolio management, and insurance sales.
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
06/14/2024 - Present
Osaic Wealth, Inc. (CARLSBAD CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (FOLSOM CA)
CA
03/13/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
TX
10/13/1989 - 01/25/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/22/1989 - 11/16/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/11/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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