Unclaimed
Robert Colucci is a licensed securities professional currently associated with Bofa Securities, Inc. Robert has been in the securities industry for over 10 years. Robert is registered as a securities professional in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Robert holds the Series 63, Series 24, Series 79, and SIE licenses.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/27/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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