Robert C Basiri

Current Employers

Employment History

• 01/2010 → 11/2018
  Sii Jhfn
  Wellesley Hills, MA
• 06/2009 → Present
  Centinel Financial Group, Llc
  Wellesley Hills, MA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Needham Heights, MA

Other Businesses

1. CENTINEL FINANCIAL GROUP, LLC POSITION: Investment Advisor Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/10/2010 ADDRESS: 160 Gould Street, STE 212, Needham MA 02494, United States DESCRIPTION: Servicing life/LTC clients. 2. COLONIAL LIFE POSITION: Broker NATURE: I use Colonial Life for group benefits. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2019 ADDRESS: 160 Gould Street, STE 212, Needham MA 02467, United States DESCRIPTION: Quarterly reviews with owners of company that I service group benefits. 3. INSURANCE BROKERAGE POSITION: broker NATURE: Use outside brokerage channels to service and sell life insurance, disability insurance, long term care insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2017 ADDRESS: 160 Gould Street, STE 212, Needham MA 02467, United States DESCRIPTION: Solicit, service and sell life insurance 4. DIAMOND POINT WEALTH PARTNERS POSITION: Financial Advisor, Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/10/2024 ADDRESS: 160 Gould Street STE 212, Needham MA 02494, United States DESCRIPTION: Bringing in new business, managing existing business, growing team operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-29
• S63 Uniform Securities Agent State Law Examination
  2010-02-26