Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rossi is a financial professional with over 25 years of experience in the financial services industry. Robert is currently registered with Foreside Fund Services, LLC and has been with the firm since July 2007. Robert is also registered in Florida, Pennsylvania, and South Carolina. Robert has held previous roles at Invesmart Securities, LLC, Edgewood Services, Inc., and Federated Securities Corp. Robert holds Series 2, 6, 63, and 65 licenses as well as the SIE.
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.
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.
1
2
PA
07/02/2007 - Present
Foreside Fund Services, LLC (Warrendale PA)
PA
09/10/2001 - 12/04/2006
INVESMART SECURITIES, LLC (PITTSBURGH PA)
PA
01/28/1999 - 12/13/1999
EDGEWOOD SERVICES, INC. (PITTSBURGH PA)
PA
09/14/1995 - 12/13/1999
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 12/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 09/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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