Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cosenza is a financial professional with over 30 years of experience in the industry. Robert has been registered with MML Investors Services, LLC since 2017. Robert has also previously held positions with MSI Financial Services, Inc., New England Securities and Mutual of Omaha Investor Services, Inc. Robert holds Series 6, 26, and 63 licenses as well as the SIE exam. Robert has worked in the financial services industry since 1990.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (SOUTHBOROUGH MA)
MA
06/03/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WORCESTER MA)
MA
08/01/2008 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
NH
01/25/1993 - 08/07/2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BEDFORD NH)
MA
03/06/1989 - 04/08/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 03/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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