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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 Karl Ostberg is a financial advisor with Eagle Strategies LLC, registered with the state of Massachusetts since 1998. Robert Ostberg has been in the financial services industry since November 1987 and has experience working with a variety of clients, including high-net-worth individuals, corporations and individuals. He holds the Series 6, 7, 22, 63 and 65 licenses and is a registered investment advisor in Connecticut and Texas. Robert Ostberg offers a range of services including financial planning, portfolio management, and educational seminars. He is also a licensed insurance broker and offers a variety of insurance products and services through his DBA Ostberg & Associates Financial Services and Insurance.
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.
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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MA
04/05/2022 - Present
Eagle Strategies LLC (NORTHAMPTON MA)
IA
Issued 2/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/12/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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