Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kostigen is a financial professional with over 30 years of experience in the industry. Currently, Robert is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with a branch office located in Burlington, Massachusetts. Prior to this, Robert worked at Bank of America Investment Services, Inc. and Quick & Reilly, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
09/25/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONCORD MA)
NY
08/30/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
11/02/1996 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NA
03/12/1993 - 11/02/1996
BAYBANKS BROKERAGE SERVICES, INC.
NA
09/03/1992 - 03/24/1993
CONGRESS SECURITIES COMPANY
NA
10/13/1989 - 01/01/1990
CONGRESS SECURITIES COMPANY
NA
06/02/1987 - 06/17/1987
LIBERTY SECURITIES CORPORATION
NA
04/15/1986 - 06/08/1987
FIDELITY BROKERAGE SERVICES, INC.
NA
05/10/1984 - 01/08/1986
DEAN WITTER REYNOLDS INC.
NA
01/25/1984 - 03/01/1984
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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