Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sansone is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since 1973. Robert is a licensed securities principal with a strong background in financial planning and portfolio management. Robert is committed to providing clients with a personalized approach to help them achieve their financial goals. Osaic Wealth, Inc. is an independent Registered Investment Advisor (RIA) that specializes in providing financial advisory services to individuals, families, and businesses.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
06/01/2005 - 07/29/2014
AXA ADVISORS, LLC (PITTSFORD NY)
NY
01/02/1973 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/02/1973 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 09/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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