Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bartlett is a financial professional with over 27 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. in California. Robert's previous experience includes roles at SIGNATOR INVESTORS, INC., PRINCOR FINANCIAL SERVICES CORPORATION, NATIONAL PLANNING CORPORATION, and ROYAL ALLIANCE ASSOCIATES, INC.. Robert has a broad range of experience, offering services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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CA
11/02/2018 - Present
Osaic Wealth, Inc. (Vallejo CA)
CA
01/13/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
01/11/2013 - 12/18/2013
PRINCOR FINANCIAL SERVICES CORPORATION (WALNUT CREEK CA)
CA
01/05/2011 - 01/04/2013
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
CA
02/17/2009 - 01/03/2011
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
01/21/2004 - 03/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WALNUT CREEK CA)
PA
01/29/1996 - 01/26/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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