Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Crosby is a financial advisor at Osaic FA, Inc. Robert has been in the financial services industry since 1996. Robert is registered with FINRA and the state of Iowa. Robert is also a registered investment advisor. Robert has a Series 6, 7, and 63 license and has been with Osaic FA, Inc. since 1998. Prior to joining Osaic FA, Inc., Robert worked at The Lincoln National Life Insurance Company and Princor Financial Services Corporation.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
03/17/1998 - Present
Osaic FA, Inc. (URBANDALE IA)
IN
03/17/1998 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
10/03/1996 - 04/30/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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