Rob Costello
Financial Services Executive | Thought Leader & Strategist | Status Quo Challenger | Broker Dealer | Investment Advisory | Project Management | Brokerage Operations |
- Role
- Transamerica Financial Advisors, Inc.
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Rob Costello
Highly accomplished financial services executive with expertise in broker dealer and…
Experience
Education
University at Albany
BA, Psychology
Pace University - Lubin School of Business
MBA, Financial Management
Skills
- Leadership
- 401k
- Financial Planning
- Securities Regulation
- Securities
- Uniform Combined State Law
- Trading
- Wealth Management Services
- Series 7
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Business Analysis
- Investments
- Financial Services
- Relationship Management
- Life Insurance
- Series 6
- Series 24
- Wealth Management
- Series 63
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Finra
- Variable Annuities
- Iras
- Long Term Care Insurance
- Management
- 401(K) Retirement Savings Plans
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