Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dicola is a financial advisor with over 39 years of experience in the financial services industry. Robert is currently registered with Cetera Investment Advisers LLC and has been with the firm since September 2022. Prior to joining Cetera Investment Advisers LLC, Robert worked with First Allied Securities, Inc. and Sagepoint Financial, Inc. Robert is a Chartered Financial Consultant and holds a Series 6, Series 7, Series 22, Series 63, and SIE license. Robert has a history of working with individuals, corporations, and institutions and provides financial planning, pension consulting, and educational seminars.
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.
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.
1
2
PA
11/12/2020 - Present
Cetera Investment Advisers LLC (LEECHBURG PA)
PA
06/05/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Leechburg PA)
PA
10/31/2005 - 06/10/2019
SAGEPOINT FINANCIAL, INC. (LEECHBURG PA)
AZ
10/10/1997 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
05/31/1983 - 10/16/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/31/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 8/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/3/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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