Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Greco has over 25 years of experience in the financial industry. Robert is a registered representative of Osaic Wealth, Inc. and is licensed to provide investment advice in New Jersey. Robert has a wide range of experience in the financial services industry, including experience with Securities America, Inc., Sunset Financial Services, Inc., and Hornor, Townsend & Kent, Inc. Robert offers a variety of financial services, including financial planning, portfolio management, and investment advice.
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.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
NJ
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (HOLMDEL NJ)
NJ
10/18/2012 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (Redbank NJ)
NJ
01/03/2011 - 10/25/2012
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
08/19/1998 - 01/06/2011
METLIFE SECURITIES INC. (CRANFORD NJ)
NJ
08/19/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TINTON FALLS NJ)
BC
Issued 10/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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