Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Costello is a financial advisor with over 27 years of experience in the financial services industry. Robert is currently registered with Transamerica Financial Advisors, Inc., and is also licensed in Iowa and Maryland. Robert has a strong track record of providing financial guidance and investment management services to individuals, families, and businesses. Robert is passionate about helping clients achieve their financial goals and is committed to providing personalized service and sound financial advice. Prior to joining Transamerica Financial Advisors, Inc., Robert has worked with a number of other firms including Grove Point Investments, LLC., Pruco Securities, LLC., FSC Securities Corporation, Royal Alliance Associates, Inc., Woodbury Financial Services, Inc., Sagepoint Financial, Inc., VALIC Financial Advisors, Inc., New England Securities, MetLife Securities Inc., Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, First Investors Corporation, and Kidder, Peabody & Co. Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
IA
07/25/2024 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
MD
01/06/2020 - 07/23/2024
GROVE POINT INVESTMENTS, LLC (Rockville MD)
NJ
03/20/2018 - 10/10/2019
PRUCO SECURITIES, LLC. (NEWARK NJ)
GA
10/02/2014 - 01/11/2018
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/02/2014 - 01/11/2018
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
10/02/2014 - 01/11/2018
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
10/02/2014 - 12/22/2017
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
12/10/2014 - 04/29/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
08/06/2003 - 09/17/2014
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
02/02/1998 - 09/17/2014
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
07/01/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
06/24/2003 - 09/05/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
02/02/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NJ
03/19/1996 - 10/09/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
NA
04/23/1985 - 09/27/1985
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 12/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/14/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Costello is the right advisor for you? Invested Better is here to help.
