Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rebussini has been in the financial services industry since 1987. Robert is currently registered with Integrated Wealth Concepts LLC as a Registered Investment Advisor, and has previously been registered with a number of other firms, including Lincoln Financial Advisors Corporation and New England Securities. Robert holds several industry licenses, including Series 7, 6, and 66 and provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. Robert’s background in the industry has helped Integrated Wealth Concepts LLC grow to manage over $13.5 billion in assets.
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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RI
10/21/2016 - Present
Integrated Wealth Concepts LLC (Cranston RI)
RI
06/12/2008 - 10/20/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CRANSTON RI)
RI
12/05/2003 - 06/16/2008
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
MA
05/24/1999 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
02/06/1987 - 06/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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