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. Marcinek is a financial advisor with Essex Financial Services, Inc. He is registered with the state of Connecticut as an Investment Advisor Representative. Robert has been working in the financial services industry since 1999. His previous experience includes working with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. He holds Series 63, 65, and 7 licenses, as well as the Securities Industry Essentials (SIE) Exam. He is a Certified Financial Planner. Robert has a wide range of experience and knowledge in the financial services industry. He has extensive experience in financial planning, portfolio management, and insurance. He is committed to providing personalized financial advice to his clients.
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.
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.
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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CT
07/31/2013 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
07/31/2013 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
01/02/2003 - 08/09/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
IN
01/02/2003 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 12/31/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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