Unclaimed
Robert Bernard Hirsh is a financial advisor with Osaic Wealth, Inc. Robert has been in the industry since October 12, 1984, and has held various positions at other firms. Currently, Robert is registered with FINRA and the state of Ohio as a Registered Representative.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (WESTLAKE OH)
IN
04/08/2003 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/21/1998 - 04/02/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/21/1998 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MO
08/01/1995 - 05/18/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
07/17/1990 - 08/03/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/17/1990 - 08/03/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
01/07/1988 - 07/23/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/07/1988 - 07/23/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
03/31/1987 - 12/31/1987
BNL SECURITIES INC.
NA
06/26/1984 - 12/16/1985
AETNA FINANCIAL SERVICES, INC.
NA
06/19/1983 - 11/18/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1978
Series 2 - Non-Member General Securities Examination
BC
Issued 09/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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