Robert Rakossy

  • Financial Advisor

AR Insurance License #18679134   |   CA Insurance License #4182861

 

As an Investment Advisor Representative, Robert acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. He strives to help other small business owners, like himself, gain confidence by creating tailored strategies that work towards providing financial stability. Rob also works with young families who are starting their new lives together, as well as older couples nearing or already in retirement.

Qualifications
• Has been in the financial services industry for 40 years
• Licensed to sell Life, Accident, and Health Insurance
• Holds the series 7 and 66 securities registrations
• B.S. Finance from St. John’s University, NY and a member of Omnicrom Delta Epsilon (National Honor Society in Economics}.

Personal
• Rob enjoys spending time at home with his wife, two daughters, and numerous pets. He is an avid beach-goer and enjoys their pool.
• Franchise owner of hyper-local, on line newspapers for the past 10 years, providing residents with timely and informative information in their respective towns.
• Currently the Advocacy Chair for the Pancreatic Cancer Action Network New Jersey Affiliate

 

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ

Check the background of this registered representative on FINRA’s BrokerCheck 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700