Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Killworth is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. Robert has a wide range of experience in the financial industry, including providing financial advice to individuals, families, and businesses. Robert is also a licensed insurance agent and owns Killworth Family PLLC. Osaic Wealth, Inc. is a financial advisory firm that provides a variety of services to its clients, including financial planning, portfolio management, and insurance services. Osaic Wealth, Inc. is a registered investment adviser and is regulated by the Securities and Exchange Commission.
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
03/04/2024 - Present
Osaic Wealth, Inc. (CHANDLER AZ)
AZ
03/12/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
PA
09/07/2007 - 03/02/2009
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
PA
05/30/2003 - 08/22/2007
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 09/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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