Unclaimed
Robert Thomas Crothers is an active investment advisor representative with Osaic Wealth, Inc. Robert has been working in the financial services industry since 1987 and has a diverse background with experience at various firms. Robert holds the Series 63 and Series 66 licenses as well as the Series 7 and SIE licenses. Robert is licensed in 31 states and is registered with FINRA. Robert is affiliated with two branch offices, one in Scottsdale, Arizona and another in Holbrook, New York.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
05/18/1994 - 08/23/2001
GBI CAPITAL PARTNERS INC. (BETHPAGE NY)
NY
10/20/1992 - 05/18/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
06/30/1989 - 11/18/1992
A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)
NA
08/16/1988 - 03/10/1989
INVESTORS CENTER, INC.
NA
05/21/1987 - 08/20/1988
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 01/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Crothers is the right advisor for you? Invested Better is here to help.