Unclaimed
Robert Corsarie is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Fifth Third Securities, Inc. and holds licenses in multiple states. Robert has previously held positions with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, DIME SECURITIES OF NY, INC., SANDGRAIN SECURITIES, INC., and THE DREYFUS SERVICE CORPORATION. Robert has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Robert is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/28/2006 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
MI
07/06/2005 - 05/08/2006
CHASE INVESTMENT SERVICES CORP. (DETROIT MI)
IL
10/26/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/02/2004 - 11/05/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/25/1996 - 02/05/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/01/1996 - 06/25/1996
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
NY
08/04/1994 - 04/02/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/15/1994 - 07/18/1994
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
03/16/1992 - 04/11/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 4/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 3/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Corsarie is the right advisor for you? Invested Better is here to help.