Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rocco? Claim Your ProfileRocco Muratore is an investment professional with over 30 years of experience in the financial services industry. Rocco is currently a Registered Representative and Investment Advisor Representative with Planmember Securities Corp., a firm with a long history of providing investment advisory services to a diverse range of clients, including individuals, businesses, and institutional investors. Previously, Rocco held positions at PRIME CAPITAL SERVICES, INC. and VANTAGE FINANCIAL SERVICES, INC. Rocco has a broad range of experience in providing financial advice, including financial planning, investment management, and tax planning. Rocco is committed to providing his clients with the highest level of personalized service and helping 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.
Provides investment supervisory 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
NY
07/26/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
09/17/1990 - 08/19/2010
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
NA
07/12/1989 - 08/16/1990
VANTAGE FINANCIAL SERVICES, INC.
BC
Issued 08/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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