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Robert Lozzi, CFP®

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  • Phone: 631 385-5244
  • robert.lozzi@axa-advisors.com
Local Office | Branch Office

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  • Looking Back, Looking Ahead

    See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

  • HOT TOPIC: Keeping an Eye on Corporate Debt

    This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

  • Considering Preferreds? Proceed with Caution

    Considering investing in preferred stocks? This overview examines the risks and potential benefits.

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Account Access

Online Access Registration

Contact Info

  • Phone: 631 385-5244
  • robert.lozzi@axa-advisors.com
Local Office | Branch Office

Career Perspectives

Helping people is what AXA Advisors is all about. We are a growing network of more than 5,000 financial professionals throughout America who connect consumers and businesses in their communities with investment products and other financial products and services to help them address the futures they build for themselves and their families.

Choosing a company to help you as you build your success is a big decision. With so many financial services and life insurance companies to choose from, you want to make sure youve aligned yourself with an organization that has history of success and one that presents career opportunities that are right for you. To discover the various opportunities available with AXA Advisors, explore these recruiting pieces:

  • How will you draw your future?
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  • A World of Opportunity
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AXA Group

AXA Group is #3 in terms of sales according to statistics compiled by Forbes magazine for its Forbes Global 2000 list of the world’s biggest public entities (Diversified Insurance category) for 2016.* AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) is a subsidiary of AXA Financial, Inc., a member of the global AXA Group. AXA Equitable has sole responsibility for its life insurance and annuity obligations. AXA Group refers to AXA S.A., a French holding company for a group of international insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.

AXA Group - Size and Strength You Can Trust

  • 103 million individuals and corporate clients worldwide2
  • 92 billion Euros in Revenue3
  • Operations in over 64 countries2
  • More than 160,000 employees and exclusive sales associates around the world2

*Values calculated in May 2016: Forbes.com Global 2000

2 As of 12/31/2015, The AXA Group AT A GLANCE 2016.

3 As of 12/31/10 Figure is $121.6 billion using 12/31/10 closing exchange rate of 1 Euro + $1,337. AXA is based in France, where the official currency is the Euro.

 
  • Home
  • About Us
    • AXA In The U.S.
    • AXA Advisors and You
    • My Wharton Experience
  • Learning Center
    • Retirement Resource Center
      • Roadmap To Retirement
    • Annuity
    • Life Insurance
    • Investing
    • Client Checklist
    • Other Learning Tools
      • Social Security On line
      • Medicare
      • Eldercare Locator
      • AARP
      • AXA Calculators, Articles and FAQ
    • Other Financial Topics
  • Working With Us
    • Strategies for Individuals
    • Strategies for Businesses
    • Extensive Provider Choices
    • 401K Information Request
  • Market Watch
    • LPL Commentaries
  • Client Resources
    • Account Resources
    • Beneficiary Resources
    • Consumer Protection
  • Contact Us
    • Appointment Sign-up
    • Customer Service Contacts

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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