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 is an investment advisor representative associated with Osaic Wealth, Inc. and Novem Group. Robert has over 30 years of experience in the financial services industry and holds a variety of licenses and registrations, including Series 6, 63, 24, 51, 52, 62, 65, 72, 82 and SIE. Robert is licensed to provide investment advisory services in multiple states and is also a registered principal for Osaic Wealth, Inc. Robert has a diverse background in financial services, having worked for a number of firms including Nathan & Lewis Securities, Inc., MFI Investments Corp., Vision Investment Group, Inc., and New England Securities. Robert is a licensed insurance agent and is a board president for Novem Foundation.
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 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 04/01/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/09/2002
Series 72 - Government Securities Representative Examination
BC
Issued 09/01/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/19/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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