Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Russo is a financial advisor with over 25 years of experience in the industry. Robert is a Certified Financial Planner® and a Personal Financial Specialist. Robert currently holds registrations with the state of New Jersey and Texas, and he has previously held registrations with the state of Texas and New Jersey. Robert is a member of the Koenig Group, LLC, RMR Wealth Builders, Inc., and TKG Wealth Advisers, LLC. Robert's specialties include financial planning, portfolio management, retirement planning, and insurance. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
11/05/2024 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
08/31/2012 - 02/14/2024
CALTON & ASSOCIATES, INC. (Clark NJ)
NJ
12/04/1998 - 09/04/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (ROSELLE PARK NJ)
TX
10/28/1987 - 09/21/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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