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Joseph Tantillo

P.j. Robb Variable, LLC

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About Joseph Tantillo

Joseph Tantillo is a financial professional with over 30 years of experience in the financial services industry. Joseph currently works at P.j. Robb Variable, LLC in Charlotte, NC. Joseph has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Tower Square Securities, Inc., Directed Services, Inc., Aetna Investment Services, LLC, FIS Securities, Inc., Fleet Enterprises, Inc., Citicorp Investment Services, and Citicorp Financial Services, INC. Joseph has passed a variety of securities exams including the Series 7, Series 24, Series 63, and Series 66 exams. Joseph holds registrations in 51 states and the District of Columbia.

Firm Information

Joseph Tantillo is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Joseph Tantillo’s Registration & Firm History

NC

03/15/2022 - Present

P.j. Robb Variable, LLC (Charlotte NC)

NC

03/23/2005 - 02/22/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

CA

02/27/2003 - 03/22/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

PA

06/21/2001 - 02/04/2003

DIRECTED SERVICES, INC. (WEST CHESTER PA)

CT

03/18/1997 - 07/06/2001

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

MA

01/10/1997 - 02/14/1997

FIS SECURITIES, INC. (BOSTON MA)

NY

08/05/1994 - 02/10/1997

FLEET ENTERPRISES, INC. (NEW YORK NY)

NY

06/01/1992 - 07/18/1994

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

07/19/1988 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

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Licenses & Designations

BOTH

Issued 08/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Tantillo.
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