Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Fretto is a financial professional with a focus on providing financial planning and investment services. Robert has been working in the financial industry since February 2018 and is currently registered with Charles Schwab & Co., Inc. Robert has a Series 66, Series 7, and SIE licenses. Prior to joining Charles Schwab & Co., Inc. Robert worked for TD Ameritrade, Inc. and AXA Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Albany NY)
NY
01/23/2019 - 07/29/2024
TD AMERITRADE, INC. (Albany NY)
NY
02/16/2018 - 01/14/2019
AXA ADVISORS, LLC (CLIFTON PARK NY)
BOTH
Issued 03/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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