Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert D'Agosta is a financial professional with over 29 years of experience in the industry. Robert is currently registered with IBN Financial Services, Inc. and has previously been associated with several other firms including BertheL, Fisher & Company Financial Services, Inc. and MONY Securities Corporation. Robert holds licenses for both securities and investment advisory services in multiple states, including New Jersey, Pennsylvania, New York, Texas, Florida, California and more. Robert is a Chartered Financial Consultant and has experience in various areas of financial planning and investment advising. Robert's professional experience allows him to advise individual clients, businesses, and charitable organizations.
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.
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.
Selection and monitoring fees
1
2
NY
09/05/2019 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
PA
08/02/2004 - 07/29/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
NY
04/20/1990 - 08/03/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/20/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
11/29/1989 - 03/05/1990
MARTIN FINANCIAL PLANNING
IA
Issued 06/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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