Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Furlong is an investment advisor representative at Park Avenue Securities LLC. Robert has been in the financial industry since May 20, 2014. Robert has a Series 7 and Series 66 license. Robert's specializations include insurance, financial planning, and portfolio management. Robert has a total of 11 state registrations, including California, Connecticut, Florida, Georgia, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, and Texas. Robert has been with Park Avenue Securities since March 2013.
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.
1
2
MA
01/30/2023 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 09/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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