Robert KostyCRD Number: 1408742
Current Firm: Foresters Equity Services, Inc.
Robert Kosty (CRD# 1408742) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Peabody, MA and has over 17 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Prosperity Wealth Management, Inc.
|Foresters Equity Services, Inc.||Wenham, MA||Jul 2013 - Current||4|
|Robert J. Kosty Cpa||Wenham, MA||Sep 1984 - Current||33|
|Trustmont Advisory Group, Inc.||Greensburg, PA||May 2009 - Jun 2013||4|
|Trustmont Financial Group, Inc.||Greensburg, PA||Apr 2009 - Jun 2013||4|
|Lincoln Financial Securities Corporation||Danvers, MA||Jul 2008 - Mar 2009||< 1|
|Jefferson Pilot Securities Corp||Danvers, MA||Oct 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV