Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Marie Cusimano is a financial advisor who has been in the industry since 2004. Robin is currently registered with Osaic Wealth, Inc. and holds Series 66, Series 7, and SIE licenses. Robin has experience working with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit sharing plans. Robin is a passionate advocate for her clients and works diligently to help them achieve their financial goals.
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.
1
2
MT
06/14/2024 - Present
Osaic Wealth, Inc. (MILES CITY MT)
MT
07/01/2019 - 06/14/2024
SECURITIES AMERICA, INC. (MILES CITY MT)
MT
05/07/2002 - 08/09/2017
INVESTMENT CENTERS OF AMERICA, INC. (MILES CITY MT)
BOTH
Issued 5/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/9/2017
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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