Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta O'Shell is a financial advisor with over 40 years of experience in the industry. Roberta currently holds the Series 6, Series 7, and Series 63 securities licenses. Roberta is a registered investment advisor in Ohio and Texas. Roberta has been with Osaic Wealth, Inc. since January 2025. Prior to that, Roberta worked for Lincoln Financial Advisors Corporation, Lincoln National Life Insurance Company, Cigna Financial Advisors, Inc., SMA Equities, Inc., and Travelers Equities Sales, Inc. Roberta provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Roberta is also an insurance agent, offering disability, fixed annuities, and traditional life insurance.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
IN
01/04/2001 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
06/04/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
08/06/1990 - 04/23/1991
SMA EQUITIES, INC. (WORCESTER MA)
CA
07/18/1984 - 07/03/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 07/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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