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Robert B
Series 63, Series 66
Scottsdale, AZ
OSAIC
Robert Beatty is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Osaic since 2018 and has prior experience with Vantage Financial Services, Signator Investors, Inc., and MH Financial LLC. In addition to his advisory role, he is the owner and CEO of C.O.R.E. Marketing, a firm specializing in marketing insurance products to financial professionals. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering a range of brokerage and advisory services. The firm employs advanced portfolio construction tools and supports various investment platforms and third-party money managers, operating through a complex corporate structure with multiple mergers and private-equity ownership.
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