Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Coletta is an investment advisor representative at Osaic Wealth, Inc. with over 30 years of experience in the industry. Robert has experience with a variety of financial products and services, including portfolio management, financial planning, and educational seminars. He holds Series 6, 7, 63, and 65 licenses. Robert has worked with various financial institutions in his career, including LPL Financial LLC, Investment Professionals, Inc., PRIMEVEST FINANCIAL SERVICES, INC., and UBS Financial Services Inc. Robert Coletta is a trusted advisor who can help clients meet their financial goals.
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
FL
10/04/2023 - Present
Osaic Wealth, Inc. (SANTA ROSA BEACH FL)
FL
02/01/2018 - 10/06/2023
LPL FINANCIAL LLC (SANTA ROSA BEACH FL)
FL
01/17/2017 - 02/02/2018
INVESTMENT PROFESSIONALS, INC. (Santa Rosa Beach FL)
FL
08/31/2009 - 02/06/2017
LPL FINANCIAL LLC (SANTA ROSA BEACH FL)
FL
02/13/2009 - 09/02/2009
PRIMEVEST FINANCIAL SERVICES, INC. (MIRAMAR BEACH FL)
FL
12/06/2006 - 03/11/2009
LPL FINANCIAL CORPORATION (MIRAMAR BEACH FL)
FL
12/02/2004 - 11/29/2006
METLIFE SECURITIES INC. (SHALIMAR FL)
FL
12/02/2004 - 11/29/2006
METROPOLITAN LIFE INSURANCE COMPANY (SHALIMAR FL)
NJ
10/31/2003 - 11/08/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TN
04/12/2001 - 11/18/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
05/24/1999 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AL
08/11/1994 - 05/03/1999
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
11/05/1990 - 08/05/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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