Unclaimed
Robert Osborn is a financial advisor who has been in the industry since 1994. Robert is currently registered with Cetera Investment Advisers LLC, a firm that provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Robert has a wide range of experience and has worked with clients of all types, including individuals, families, businesses, and institutions. Prior to Cetera Investment Advisers LLC, Robert was affiliated with Herndon Plant Oakley, LTD. in Corpus Christi, TX and Primevest Financial Services, Inc. in St. Cloud, MN.
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
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (CORPUS CHRISTI TX)
TX
02/17/2000 - 05/01/2009
HERNDON PLANT OAKLEY, LTD. (CORPUS CHRISTI TX)
MN
12/22/1993 - 02/18/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 10/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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