Robert Joseph Mezzio

Current Employers

Employment History

• 01/2001 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 07/2011 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Rochester, NY

Other Businesses

CARE VALUE POSITION: INDEPENDENT CONTRACTOR NATURE: MEDICARE ADVANTAGE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2014 ADDRESS: 5263 PARKSIDE DR., CANANDAIGUA NY 14424, United States DESCRIPTION: I WILL GO ON SALES CALLS TO ASSIST MEDICARE ELIGIBLE PEOPLE AGE 65WITH SELECTING THEIR MEDICARE ADVANTAGE PLAN THAT IS IN THEIR BEST INTEREST AND CAN MEET THEIR HEALTH INSURANCE NEEDS. NY MEDICARE SPECIALIST POSITION: Sub contractor, however, NY Medicare Specialist does not pay me any compensation. NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2016 ADDRESS: 1425 Jefferson Rd., Rochester NY 14623, United States DESCRIPTION: Assisting clients with selecting a Medicare Advantage Plan that is affordable and suitable for their health insurance needs. RJM WEALTH MANAGEMENT INC POSITION: CEO, Owner, President, Agent NATURE: Insurance, Tax/Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2016 ADDRESS: 85 Rockwell Dr., Hilton NY 14468, United States DESCRIPTION: Health insurance sales. Assisting clients with selecting a Medicare plan that is affordable and suitable for their health insurance needs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-05-23