Unclaimed
Robert Starkey is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has previously worked for Securities America, Inc., SII Investments, Inc., Park Avenue Securities LLC, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Robert is licensed in multiple states and holds the Series 6, Series 63, and Series 65 licenses. Robert specializes in financial planning, pension consulting, 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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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
MN
11/29/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ST LOUIS PARK MN)
MN
05/20/2011 - 11/29/2017
SII INVESTMENTS, INC. (BURNSVILLE MN)
MN
04/28/2010 - 05/27/2011
PARK AVENUE SECURITIES LLC (BLOOMINGTON MN)
MN
01/14/1997 - 04/23/2010
AXA ADVISORS, LLC (MINNEAPOLIS MN)
NY
01/14/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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