Unclaimed
Robert Allan Villanova is a financial advisor with over 30 years of experience in the industry. Robert is registered with LPL Financial LLC and has offices in Livingston, New Jersey. Robert is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 7, Series 24, Series 31, and Series 63 licenses. Robert has extensive experience in a variety of financial services, including investment management, insurance, and real estate. Robert has previously worked with LINSco Financial Group, Inc., Radford Capital Corporation, and Cardell & Associates, Incorporated. Robert is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/03/2005 - Present
LPL Financial LLC (LIVINGSTON NJ)
NA
01/15/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
07/03/1986 - 01/15/1987
RADFORD CAPITAL CORPORATION
NA
11/23/1983 - 06/11/1986
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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