Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert F. Loscalzo is a financial advisor with Park Avenue Securities LLC, a firm based in New York, NY. Robert has been in the industry since April 20, 2008. Robert is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor. Robert has passed several industry exams, including the Series 7, Series 66, and the Securities Industry Essentials Examination. Robert also holds the Chartered Financial Consultant designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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NJ
10/30/2009 - Present
Park Avenue Securities LLC (RIDGEWOOD NJ)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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