Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Deangelo is a financial advisor with Osaic Wealth, Inc. Robert is a licensed representative and has worked in the financial services industry since 1983. Robert works with clients to achieve their financial goals through a variety of services, including financial planning, portfolio management and pension consulting. Robert also provides educational seminars to help clients learn about financial topics. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and has been a member since 1983. Robert also holds the Chartered Financial Consultant (ChFC) designation.
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.
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2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (IRWIN PA)
PA
01/26/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (IRWIN PA)
PA
07/26/2000 - 01/25/2017
TRUSTMONT FINANCIAL GROUP, INC. (PITTSBURGH PA)
OH
01/28/2000 - 07/12/2000
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
VA
12/01/1997 - 02/08/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/19/1996 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NY
05/23/1983 - 08/16/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/23/1983 - 08/16/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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