Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Molinari is a financial advisor associated with Commonwealth Financial Network. Robert has been in the financial services industry since December 24, 1997. Robert is registered in California as an investment advisor representative and broker. Robert is also a Registered Principal with Commonwealth Financial Network. Robert has passed numerous securities exams including the Series 6, 7, 24, 27, 30, 53, 63, 66, 99TO, and SIE. Robert has been with Commonwealth Financial Network since March 2008.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/10/2010 - Present
Commonwealth Financial Network (SAN DIEGO CA)
MA
10/10/2007 - 04/04/2008
TOWER SQUARE SECURITIES, INC. (BOSTON MA)
MA
10/10/2007 - 04/04/2008
WALNUT STREET SECURITIES, INC. (BOSTON MA)
MA
01/02/2004 - 09/26/2007
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
RI
04/21/1998 - 03/25/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
11/05/1997 - 01/01/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1997 - 01/01/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
10/31/1997 - 12/01/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/11/1996 - 09/24/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 05/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/09/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 08/17/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/27/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/28/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Molinari is the right advisor for you? Invested Better is here to help.
