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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cathcart is an investment advisor representative with Osaic Institutions, Inc. located in MERIDEN, CT. Robert has been in the industry since 1989. He has experience with HARVEST CAPITAL LLC, ING FINANCIAL PARTNERS, INC., MML INVESTORS SERVICES, INC., WADDELL & REED, INC. and PHOENIX EQUITY PLANNING CORPORATION. Robert has passed the Series 63, Series 65, Series 6 and SIE exams. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and other advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NH
11/25/2013 - Present
Osaic Institutions, Inc. (Manchester NH)
NH
06/06/2011 - 11/20/2013
HARVEST CAPITAL LLC (MANCHESTER NH)
NH
12/19/2007 - 11/09/2009
ING FINANCIAL PARTNERS, INC. (NEW BOSTON NH)
NH
05/17/2005 - 12/31/2007
MML INVESTORS SERVICES, INC. (BEDFORD NH)
KS
08/12/2002 - 05/18/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
06/29/1992 - 08/12/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
10/09/1987 - 07/01/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 07/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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