Robert Noto

Experience

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  Eat Klean 4 U

  May 2019 - Aug 2021

  Food Delivery Driver

  ● Managed multiple orders and delivery locations● Delivered orders within an optimal period of time, ensuring the freshness of food ● Prepared orders and verified them before each delivery● Properly labeled food packaging and invoiced bags

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  Legacy Financial Advisors, Inc.

  May 2022 - Aug 2022

  Legacy Financial Advisors

  ● Sat in on client meetings observing various aspects of the advisor-to-client interaction process● Completed new account documents for all types of client registrations● Ran performance reports to present in client meetings● Ran financial plans on the E-Money systems to determine client retirement funding progress and other goals● Helped prepare documents for client meetings and conference calls● Worked on a third-party investment platform system (SEI) to process various operational transactions● Organized account transfers on several accounts to many beneficiaries due to the demise of a client Show less

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  Boston Light Financial

  Oct 2023 - now

  Client Relationship Associate

  • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less