Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Raimondo is an investment advisor representative with Brookwood Investment Group. Robert has been in the financial services industry since 2001 and has experience working with individuals, corporations, trusts, and other investment advisors. Robert has a Series 7, Series 6, Series 63, and Series 65 license. Robert William Raimondo is also the owner and operator of Belpointe Insurance, LLC.
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.
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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AZ
01/17/2023 - Present
Brookwood Investment Group (PHOENIX AZ)
AZ
01/02/2009 - 12/31/2011
WRP INVESTMENTS, INC. (PHOENIX AZ)
CT
01/31/2007 - 01/20/2009
METLIFE SECURITIES INC. (SHELTON CT)
CT
01/31/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
MA
06/28/2005 - 02/05/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (BRAINTREE MA)
MA
06/28/2005 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WALTHAM MA)
WI
09/13/2004 - 07/14/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
CT
12/04/2003 - 09/27/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
06/05/2003 - 12/08/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
11/21/2001 - 06/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/2001 - 06/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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