Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Borea is a financial advisor with Money Concepts Capital Corp. Robert is registered with the state of Connecticut as an Investment Advisor Representative and a Registered Representative. Robert has been in the financial industry since November 2020. Robert has passed the SIE, Series 7, and Series 66 exams. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
11/23/2020 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 10/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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