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Robert Linskey is an investment advisor representative at Mariner Wealth Advisors. Robert has been in the industry since 2011 and has a Series 6, 7, and 63 license and a Series 65 license. Robert's current registration is in Massachusetts for Investment Advisor. Previously, Robert worked at Putnam Retail Management Limited Partnership in Boston, MA from 2011 to 2024.
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.
Family office 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.
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
MA
02/22/2024 - Present
Mariner Wealth (Cambridge MA)
MA
07/28/2011 - 01/25/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
IA
Issued 12/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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