Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Montag is an investment advisor representative with Osaic Institutions, Inc. Robert has been in the industry since 2003. He has a series 6, 7, 24, 63 and 65. Robert is registered in the state of Pennsylvania. Robert has experience with providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals. Robert is also a member of the New Deal Hunting and Fishing Camp.
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.
1
2
PA
10/14/2015 - Present
Osaic Institutions, Inc. (Blairsville PA)
CA
05/28/2010 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
PA
03/13/2006 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MURRYSVILLE PA)
PA
10/27/2004 - 02/23/2006
PNC INVESTMENTS (PITTSBURGH PA)
NY
08/29/2002 - 10/09/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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