Unclaimed
Robert Thomas Cosentino is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Rocky Hill, CT. He is a Registered Representative and Investment Advisor Representative. Previously, Robert has worked with a number of firms including UVEST Financial Services Group, Inc., Webster Investment Services, Inc., Liberty Securities Corporation, Globalcomm Securities, Inc., Investors Associates, Inc., Dickinson & Co., PRUCO Securities Corporation, The Prudential Insurance Company of America, and Jonathan Alan & Co., Inc. He holds Series 3, 7, 24, 30, 63, and 65 licenses and has passed the SIE exam.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/20/2024 - Present
LPL Financial LLC (ROCKY HILL CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WEST HARTFORD CT)
CT
07/15/1999 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (CROMWELL CT)
NY
12/19/1996 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
11/29/1995 - 02/20/1996
GLOBALCOMM SECURITIES, INC.
NJ
10/26/1993 - 12/21/1993
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
06/17/1993 - 09/16/1993
DICKINSON & CO. (DES MOINES IA)
NJ
06/26/1990 - 07/11/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/26/1990 - 07/11/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
12/20/1988 - 08/31/1989
JONATHAN ALAN & CO., INC.
IA
Issued 01/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1996
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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