Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Dicola is a financial advisor who has been in the industry since May 1983. Robert is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 22, 63, and SIE licenses. Robert has previously worked at First Allied Securities, Inc., Sagepoint Financial, Inc., Sentra Securities Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. Robert has a history of working with high-net-worth individuals, corporations, and other businesses. Robert is also a Chartered Financial Consultant.
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 08/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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