Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert O'Donnell is an investment advisor representative, licensed in 19 states. Robert is currently employed at Osaic Wealth, Inc., a firm that provides investment advice to individuals and families. Robert has over 40 years of experience in the financial services industry. He is a highly qualified professional with a strong track record of success. Prior to joining Osaic Wealth, Robert was with Securities America, Inc. and Financial Telesis Inc., in addition to other firms.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SAN FRANCISCO CA)
CA
05/14/2013 - 06/14/2024
SECURITIES AMERICA, INC. (SAN FRANCISCO CA)
CA
06/05/2009 - 05/14/2013
FINANCIAL TELESIS INC (LARKSPUR CA)
CA
04/19/1999 - 06/08/2009
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
MN
10/14/1994 - 05/12/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
11/15/1981 - 10/27/1994
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 04/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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