Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Conaty is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Integrated Wealth Concepts LLC and is licensed to provide investment advice in several states including Massachusetts, California, Connecticut and more. Robert has a strong background in financial planning, portfolio management and pension consulting. He has also been a licensed insurance agent since 2021. Robert is dedicated to providing his clients with personalized financial advice and guidance. He is committed to helping individuals and families achieve their financial goals.
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.
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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2
MA
07/13/2021 - Present
Integrated Wealth Concepts LLC (BOSTON MA)
MA
05/20/2005 - 07/12/2021
COBURN & MEREDITH, INC. (BOSTON MA)
MO
07/01/2003 - 05/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/09/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/18/1988 - 11/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/13/1986 - 03/08/1988
COLONIAL INVESTMENT SERVICES, INC.
IA
Issued 01/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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