Unclaimed
Robert Michael Delbuono is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered with Money Concepts Capital Corp. Robert has held prior positions at Nutmeg Securities, LLC, NWNL Management Corporation, and First American National Securities, Inc. Robert has Series 6, 7, and 63 securities licenses as well as the SIE. Robert also holds the Certified Financial Planner designation. Robert has provided financial planning services to individuals, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
11/15/2011 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
CT
05/19/1987 - 11/15/2011
NUTMEG SECURITIES, LLC (FAIRFIELD CT)
CT
04/04/1986 - 12/31/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
06/28/1985 - 03/25/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 04/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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