Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vincent Protesto is an Investment Advisor Representative with Osaic Wealth, Inc. based in Scottsdale, Arizona. Robert has over 15 years of experience in the financial services industry. Robert has worked at several firms prior to joining Osaic Wealth, including BCG Securities, Inc., PNC Investments, and ING Financial Partners, Inc. Robert is registered with the state of Delaware, District of Columbia, Florida, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia, and Wisconsin. Robert holds Series 6, 7, 63, 65, and SIE licenses. Robert is a Certified Financial Planner.
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
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
09/08/2014 - 05/08/2020
BCG SECURITIES, INC. (Cherry Hill NJ)
PA
01/30/2014 - 09/05/2014
PNC INVESTMENTS (PHILADELPHIA PA)
PA
08/26/2008 - 02/04/2014
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 12/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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