RM
CFP
RM
CFP

Robert Marcinek

26 Years of Experience
Essex, CT
BrokerSells Insurance

Robert Marcinek is a CFP-designated registered investment advisor, based in Essex, CT, with 26 years of industry experience.

Location

176 Westbrook Road, Essex, CT, 06426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert works as a financial advisor and insurance agent for Essex Financial Services Inc since 2013, dedicating about a quarter of his time. He also sells life insurance and fixed annuities, spending a few hours per week, and is a registered representative with The Leader's Group since 2021, spending a few hours per week.

Employment History
Current Registrations
The Leaders Group, INC.Broker
June 2021 - Present · 4 yrs 11 mos
The Leaders Group, INC.
June 2021 - Present · 4 yrs 11 mos
Essex Financial Services, INC.
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Essex Financial Services, INC.Broker
July 2013 - June 2021 · 7 yrs 11 mos
Lincoln Financial Advisors Corporation
January 2003 - August 2013 · 10 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
January 2003 - August 2013 · 10 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
January 2003 - March 2006 · 3 yrs 2 mos
Olson Mobeck Investment Advisors, INC
October 1999 - September 2003 · 3 yrs 11 mos
State Registrations5 states
AZCTFLMATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.