Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Costello is an active Registered Representative with over 20 years of experience in the financial services industry. Robert is currently registered with LPL Financial LLC and has previously worked with WELLS FARGO CLEARING SERVICES, LLC, GOLDMAN SACHS EXECUTION & CLEARING, L.P., and FIRST OPTIONS OF CHICAGO, INC. Robert is a Series 7, Series 15 and Series 63 licensed professional.
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.
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.
Consulting and other non-discretionary advisory services
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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NJ
05/20/2020 - Present
LPL Financial LLC (MARLTON NJ)
NJ
11/25/2014 - 05/19/2020
WELLS FARGO CLEARING SERVICES, LLC (HADDON TOWNSHIP NJ)
PA
06/25/2004 - 10/03/2014
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (PHILADELPHIA PA)
IL
01/02/2003 - 06/25/2004
FIRST OPTIONS OF CHICAGO, INC. (CHICAGO IL)
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1994
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
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