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Bob Kitsos
 
Investment Advisor Representative

Career * Osaic Wealth Inc. (06/2024 - Present)
History: * Securities America, Inc. (09/2020 - 06/2024)
* Securities Service Network, LLC. (12/2004 - 09/2020)
* Bradford Financial Services (03/1997- Present)
* Cantella and Company Inc. (06/1994-12/2004)
* IDS Financial Services, Inc., A Division of American Express (02/1992-06/1994)


Licenses/
Credentials

* Registered Investment Adviser, a Securities Exchange Commission
   Registered Investment Adviser
* University of Massachusetts, Bachelors Degree
* FINRA Series 24- Principal’s license which allows for supervision
   of other registered representatives
* FINRA Series 27- General Securities Supervisory Licensing
* FINRA Series 7- General Securities (Allows one to deal in Stocks,
   Bonds, Mutual Funds, etc.)
* FINRA Series 65- Registered Investment Advisor ( Allows for an advisor to give
   investment advice. Most funds simply have customer service people who can
   only describe products.)
* FINRA Series 63- State General Securities
* State Life & Health Insurance License
* State Property and Casualty Insurance License

 

Caroline
Advisory Services offered through Bradford Financial Services, Inc., a Registered Investment Advisor. Securities offered through Osaic Wealth, Inc., Member FINRA SIPC.. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. FINRA’S Broker Check, Firm Form CRS