Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Rivoli is a financial advisor at Osaic Wealth, Inc. based in Brooklyn, NY. Robert has over 30 years of experience in the financial industry and holds the Series 7, Series 63, and SIE licenses. Robert's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the state of 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
12/14/2004 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
CA
05/01/2002 - 12/02/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
01/24/1994 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
03/30/1993 - 04/12/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/19/1991 - 03/23/1993
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
05/25/1988 - 04/22/1991
SOUTH RICHMOND SECURITIES, INC.
BC
Issued 06/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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