Unclaimed
Robert Saccone is a financial advisor with over 30 years of experience in the financial services industry. Robert has been with BNY Mellon Securities Corp. since 2010. Prior to that, Robert worked for several other firms including Invesco AIM Distributors, Inc., AT Investor Services, Inc., and PFPC Distributors, Inc. Robert is a Series 6, 7, 24, and 63 licensed professional. Robert is a registered representative in New York. BNY Mellon Securities Corp. is a firm based in New York City, and has a branch office in Uniondale, New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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
NY
09/16/2010 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
TX
12/07/2007 - 09/29/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
NY
05/16/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
ME
07/22/1998 - 05/17/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
IN
09/18/1997 - 03/15/1998
IBJ FUNDS DISTRIBUTOR, INC. (JEFFERSONVILLE IN)
NY
05/06/1993 - 10/31/1995
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
07/17/1992 - 04/07/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
12/04/1991 - 07/07/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
03/07/1986 - 10/22/1991
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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