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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Hartfield is an investment advisor representative at Osaic Wealth, Inc. Robert has been in the industry since 1983 and has worked with several firms including HORNOR, TOWNSEND & KENT, INC., MULTI-FINANCIAL SECURITIES CORPORATION and IFG NETWORK SECURITIES, INC. Robert offers a variety of financial services, including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Robert is a Certified Financial Planner and holds the Series 2, 7 and 63 licenses as well as the SIE exam.
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
01/24/2025 - Present
Osaic Wealth, Inc. (WEST CHESTER PA)
PA
06/21/2004 - 12/19/2008
HORNOR, TOWNSEND & KENT, INC. (WEST CHESTER PA)
CO
01/01/2004 - 07/29/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
05/31/2001 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
09/02/1994 - 06/05/2001
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
CT
10/15/1993 - 09/21/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
08/10/1992 - 09/12/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1981
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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