Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bettermann is an Investment Advisor Representative with Osaic Wealth, Inc. Robert has been in the industry since 2000. Robert holds licenses for Securities America, Inc., St. Bernard Financial Services, Inc., Brooklight Place Securities, Inc. and Evolve Securities, Inc. in the state of Illinois and several other states. Robert is a graduate of the University of Illinois and has been recognized as a top financial advisor. Robert is also a member of the National Association of Personal Financial Advisors (NAPFA).
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
IL
06/20/2024 - Present
Osaic Wealth, Inc. (LAKE BLUFF IL)
IL
09/20/2019 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE BLUFF IL)
IL
01/03/2017 - 09/20/2019
ST. BERNARD FINANCIAL SERVICES, INC. (Lake Bluff IL)
IL
07/27/2009 - 12/31/2016
BROOKLIGHT PLACE SECURITIES, INC. (CHICAGO IL)
IL
05/01/2006 - 07/02/2009
EVOLVE SECURITIES, INC. (GURNEE IL)
TX
05/16/2000 - 05/01/2006
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
IA
Issued 5/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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