Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Concessio is a financial advisor with over six years of experience in the industry. Robert is currently registered with First Command Advisory Services and holds the Series 6, Series 63 and Series 65 licenses. Robert has worked previously with Transamerica Financial Advisors, Inc. in Thousand Oaks, CA. Robert specializes in financial planning and portfolio management for individuals and businesses.
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.
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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CA
01/29/2019 - Present
First Command Advisory Services (Rosamond CA)
CA
01/01/2013 - 01/14/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (Thousand Oaks CA)
IA
Issued 01/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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