Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Bartolotta has been in the financial services industry since 1990. Robert is currently registered with Osaic Wealth, Inc. and Novem Group. Robert has been associated with Osaic Wealth, Inc. since 2024 and has been associated with Novem Group since 2019. Robert holds licenses for the Series 6, 22, 24, 26, 51, 52, 62, 63, 65, 72, 82, and SIE exams. Robert has experience with a number of different firms and offers a range of financial services including financial planning, portfolio management, pension consulting and educational seminars.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
05/16/1996 - 09/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
02/26/1996 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NA
10/25/1994 - 12/15/1995
VISION INVESTMENT GROUP, INC.
NY
01/14/1991 - 01/22/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
06/15/1989 - 10/10/1990
MONARCH SECURITIES, INC.
IA
Issued 5/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 3/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/2010
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 4/1/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/9/2002
Series 72 - Government Securities Representative Examination
BC
Issued 9/1/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/19/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 5/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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