Robert Confessore (CRD# 1156068) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 23 years of experience in the finance industry. Robert Confessore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4961369
Fxp Advisory Services
Score
106
CRD# 4565886
Jersey Shore Portfolio Management, LLC
Score
103
CRD# 1499991
Oceanic Capital Management LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Millington Securities Inc. | Red Bank, NJ | Nov 2013 - Current | 4 |
| Hartshorne Group, Inc. | Red Bank, NJ | Jun 2009 - Current | 8 |
| Wbi Investments | Red Bank, NJ | Apr 1989 - Current | 29 |
| Quasar Distributors, LLC | Milwaukee, WI | Jul 2013 - Nov 2013 | < 1 |
| Raymond C. Forbes & Company, Inc. | New York, NY | Apr 2011 - Jul 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
- NJ
-
Total Assets Under Management1,702MILLIONS
-
Total Number of Accounts6,212ACCOUNTS
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Average Account Value$273,981
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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, VT, WA, WI, WV
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