Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joel Berrin is an active investment advisor representative with Osaic Wealth, Inc. Robert has been in the financial services industry since 1982. Robert previously worked at Securities America, Inc., Wall Street Financial Group, Inc., GWN Securities Inc., PMG Securities Corporation, Prime Capital Services, Inc., Aragon Financial Services, Inc., Lincoln Investment Planning, Inc., and Legend Capital Corporation. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in 15 states. Robert holds the Series 6, Series 22, Series 26, Series 63, and Series 65 licenses.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
FL
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (BOCA RATON FL)
FL
08/03/2006 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (BOCA RATON FL)
FL
02/02/2004 - 08/11/2006
GWN SECURITIES INC. (BOCA RATON FL)
IL
04/07/2000 - 02/02/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NY
08/06/1996 - 04/05/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CA
12/22/1992 - 08/12/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
PA
01/18/1991 - 12/16/1992
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
FL
10/14/1982 - 01/28/1991
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 03/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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