Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stachura is an advisor at Osaic Wealth, Inc., with over 30 years of experience in the financial services industry. Robert specializes in financial planning and portfolio management, working with both individuals and businesses. Robert holds both Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Robert also offers insurance products, including disability insurance, indexed annuities, fixed annuities, and long-term care 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.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (MILLERSVILLE MD)
MD
03/17/2006 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
OH
02/23/2000 - 03/16/2006
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
VA
12/01/1997 - 02/23/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
09/13/1989 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NJ
05/03/1989 - 07/20/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/03/1989 - 07/20/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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