Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Philip Marchetti is a financial professional with over 13 years of experience in the industry. Robert is currently registered with MGI Funds Distributors, LLC and is licensed in 52 states and jurisdictions. Robert has a strong background in securities, holding the Series 63, Series 7, and SIE exams. Previous experience includes working with MMC Securities LLC, Funds Distributor, LLC, Old Mutual Investment Partners, and Fidelity Brokerage Services LLC.
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.
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2
MA
01/06/2020 - Present
MGI Funds Distributors, LLC (Boston MA)
MA
05/15/2014 - 12/31/2019
MMC SECURITIES LLC (BOSTON MA)
MA
01/02/2014 - 04/25/2014
FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MA
05/08/2012 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
MA
01/01/2008 - 04/25/2012
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
03/08/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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