Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Sathe is an Investment Advisor Representative at MCF Advisors, LLC based in Covington, Kentucky. Robert has been with MCF Advisors since 2004. Prior to that, Robert worked at NFP Securities, INC. from 2006 to 2008, FSC Securities Corporation from 2000 to 2006, Lincoln Financial Advisors Corporation from 1998 to 2000, and CIGNA Financial Advisors, INC. from 1971 to 1998. Robert is licensed in Kentucky and Ohio and holds the Series 1, Series 24, Series 63, and Series 66 licenses. Robert is also a Chartered Financial Consultant. In addition to being an Investment Advisor Representative, Robert is also a Board Member of Corporex Family of Companies and a Member of Roebling Capital Partners.
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.
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
KY
01/05/2017 - Present
MCF Advisors, LLC (COVINGTON KY)
KY
04/17/2006 - 12/31/2008
NFP SECURITIES, INC. (COVINGTON KY)
KY
07/07/2000 - 04/18/2006
FSC SECURITIES CORPORATION (COVINGTON KY)
IN
06/01/1998 - 07/11/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/17/1971 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 10/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1984
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1971
Series 1 - Registered Representative Examination
Active
Inactive
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