Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bechtold is a financial advisor who has been active in the industry since 1995. Robert is currently registered with Osaic Wealth, Inc. Prior to that, Robert was registered with Securities America, Inc. and Securities Service Network, LLC. Robert is a Series 7, 31, 63, and 65 licensed advisor with experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Robert has been providing advisory services since 1995.
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.
1
2
PA
09/26/2024 - Present
Osaic Wealth, Inc. (AVONDALE PA)
PA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (AVONDALE PA)
PA
08/04/2004 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (AVONDALE PA)
NY
10/05/1995 - 08/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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