linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert L Cooney

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert L Cooney

Robert L. Cooney is an active financial advisor in the state of Ohio, registered with Osaic Wealth, Inc. Robert has been in the financial industry since January 1992. In addition to his financial advisor role, Robert is the owner of Employees Benefits Plus, a company specializing in employee benefit insurance services.

Firm Information

Robert Cooney is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Cooney’s Registration & Firm History

OH

01/19/2024 - Present

Osaic Wealth, Inc. (MAINEVILLE OH)

OH

01/03/1996 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (MAINEVILLE OH)

MA

09/14/1994 - 01/18/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

09/14/1994 - 01/18/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

DE

01/24/1990 - 09/16/1992

PML SECURITIES COMPANY (NEWARK DE)

Not sure if Robert L Cooney is right for you?

Licenses & Designations

BC

Issued 04/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert L Cooney.
Not sure if Robert L Cooney is right for you?