Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Marronaro is a financial advisor with over 20 years of experience in the industry. Robert is a Certified Financial Planner™ and holds licenses for both Securities and Investment Advisor, currently working with Legacy Edge Advisors. Robert's experience spans several firms, including TIAA-CREF and CitiStreet Equities, providing a diverse range of investment knowledge and expertise. He specializes in offering financial planning and portfolio management services to individual clients. Robert's experience also includes independent licensed insurance agent, demonstrating his commitment to providing comprehensive financial guidance.
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.
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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NY
11/01/2023 - Present
Legacy Edge Advisors (SYOSSET NY)
NJ
07/29/2002 - 07/13/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
NJ
01/29/2002 - 07/25/2002
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
07/13/1994 - 12/19/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/13/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
03/06/1989 - 08/17/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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