Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Seth Nusinov is a financial advisor with over 20 years of experience in the financial services industry. Robert has worked at several firms including Securities America, Inc. and Lincoln Investment Planning, Inc. Robert currently works at Osaic Wealth, Inc. Robert is registered to provide investment advisory services in several states including California, Colorado, Florida, Kentucky, Louisiana, Maryland, Missouri, New York, Ohio. Robert holds Series 6, 7 and 63 licenses along with the SIE exam. Robert specializes in providing financial planning, portfolio management, and pension consulting services to a diverse range of clients, including individuals, businesses, and charitable organizations.
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.
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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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
09/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
03/01/2002 - 09/05/2007
LINCOLN INVESTMENT PLANNING, INC. (AMHERST NY)
NY
11/30/2000 - 03/08/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
DE
12/10/1999 - 12/07/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 03/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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