Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robb? Claim Your ProfileRobb Parlanti is an investment advisor representative with Blbb Advisors located in Montgomeryville, PA. Robb has been working in the industry since January 2013 and has passed multiple exams. Robb is also a Chartered Financial Analyst.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
01/15/2013 - Present
Blbb Advisors (MONTGOMERYVILLE PA)
PA
04/23/2013 - 08/30/2019
BURKE, LAWTON, BREWER & BURKE, LLC (MONTGOMERYVILLE PA)
BC
Issued 06/17/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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