Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robertino? Claim Your ProfileRobertino S. Coury is a financial advisor who has been working in the industry since 2013. Robertino is registered in California and Pennsylvania as an Investment Advisor Representative. Coury has worked for the Coury Firm since 2017. The Coury Firm is an independent registered investment advisor, providing financial advice to a wide range of clients, including individuals, families, businesses, and non-profit organizations. The firm offers a variety of services, including financial planning, investment management, and wealth management.
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.
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.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/23/2018 - Present
THE Coury Firm (LOS ANGELES CA)
PA
03/28/2013 - 12/31/2017
FSC SECURITIES CORPORATION (PITTSBURGH PA)
BOTH
Issued 04/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2019
Series 3 - National Commodity Futures Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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