Robert Javens (CRD# 6348698) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubois, PA and has over 9 years of experience in the finance industry.
CRD# 2093361
Ameriprise Financial Services, LLC
CRD# 4822754
Securities America Advisors, Inc.
CRD# 2068042
Gwn Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Dubois, PA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Dubois, PA | Jul 2015 - Jan 2024 | 8 |
| The Prudential Insurance Company Of America | Saint Marys, PA | Apr 2014 - Jul 2015 | 1 |
| Pruco Securities LLC | Saint Marys, PA | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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