Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Feinstein is a financial advisor with Ages Financial Services, Ltd.. Robert has been in the financial industry since 1997. Robert is a Series 7, Series 63, SIE and Series 99TO licensed professional. Robert was previously employed with Noble Capital Markets, Inc., Advisory Group Equity Services Ltd., Source Capital Group, Inc., and Merit Capital Associates, Inc.
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
12/13/2021 - Present
Ages Financial Services, Ltd. (READING MA)
CT
02/26/2021 - 11/29/2021
NOBLE CAPITAL MARKETS, INC. (Westport CT)
CT
03/03/2017 - 02/01/2021
ADVISORY GROUP EQUITY SERVICES LTD. (Westport CT)
CT
12/01/2001 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
CT
08/14/1997 - 12/01/2001
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
BC
Issued 09/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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