Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Corcoran is a financial advisor with over 20 years of experience in the financial services industry. Robert is registered with Osaic FA, Inc. in Virginia Beach, VA. Robert specializes in providing financial planning, portfolio management, and retirement planning services for individuals, businesses, and charitable organizations. Robert is a Registered Representative and Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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.
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2
VA
08/02/2002 - Present
Osaic FA, Inc. (VIRGINIA BEACH VA)
IN
07/05/2002 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
01/15/2002 - 06/20/2002
H. BECK, INC. (ROCKVILLE MD)
NY
06/19/2001 - 09/12/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 07/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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