Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Raymond Musante is a financial advisor with Concurrent Investment Advisors, LLC. He is also a partner at Columbia Associates Wealth Management Group, which is a division of Concurrent. Robert has worked in the financial industry since 2000 and is licensed in Oregon and Texas. He offers financial planning, pension consulting, and portfolio management services for individuals, families, and businesses. Robert holds the Chartered Financial Consultant (ChFC) designation and has earned his Series 66, Series 63, Series 7, Series 24, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial 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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FL
06/19/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
OR
04/18/2023 - 05/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Portland OR)
OR
10/18/2019 - 05/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
11/11/2009 - 10/21/2019
LPL FINANCIAL LLC (PORTLAND OR)
OR
09/04/2009 - 11/16/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)
OR
06/28/2000 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (TIGARD OR)
MA
09/11/2003 - 09/17/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/11/2003 - 09/17/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
01/02/2000 - 06/19/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 03/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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