Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fradette is a financial professional with over 30 years of experience in the financial services industry. Robert is currently a Registered Representative and Investment Advisor Representative at Osaic Institutions, Inc. Robert has held previous positions at Citizens Financial Services Inc., Citizens Investment Securities, Inc., Corelink Financial, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, FSC Securities Corporation, Liberty Securities Corporation, Walnut Street Securities, Inc., Integrated Resources Equity Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. Robert holds Series 6, 7, 24, 26, 63, and 65 securities licenses, and is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Robert specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
12/11/2015 - Present
Osaic Institutions, Inc. (MYSTIC CT)
RI
01/24/1997 - 06/26/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
NA
01/02/1997 - 01/24/1997
CITIZENS INVESTMENT SECURITIES, INC.
MN
07/07/1994 - 12/31/1996
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
MA
04/24/1993 - 07/21/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/24/1993 - 07/21/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
04/28/1992 - 02/17/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/28/1992 - 02/17/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
GA
02/19/1992 - 03/24/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
12/05/1991 - 02/04/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
07/06/1989 - 12/04/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/19/1988 - 07/25/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/21/1988 - 09/15/1988
PRUCO SECURITIES CORPORATION
NA
04/21/1988 - 09/15/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Fradette is the right advisor for you? Invested Better is here to help.
