Robert Confessore, financial advisor Red Bank NJ

Robert Confessore

CRD Number: 1156068
Current Firm: Wbi Investments, LLC

Robert Confessore (CRD# 1156068) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 29 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.

Similar Advisors
Mark Abadir, financial advisor Red Bank NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Similar Advisors
Raymond Abbate, financial advisor Red Bank NJ
Raymond J. Abbate
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Samirah Abdul-Alim, financial advisor Red Bank NJ
Samirah Abdul-Alim
CRD# 1863193
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Millington Securities Inc. Red Bank, NJ Nov 2013 - Current 10
Hartshorne Group, Inc. Red Bank, NJ Jun 2009 - Current 14
Wbi Investments Red Bank, NJ Apr 1989 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1994
S63 Uniform Securities State Law Examination Oct 2015
Contact Info for Robert J. Confessore
Phone Number: 732-842-4920
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    582
    MILLIONS
  • Total Number of Accounts
    1,569
    ACCOUNTS
  • Average Account Value
    $370,782
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development 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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Confessore and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.