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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Bezzone is a financial advisor at Transcend Capital Advisors, LLC based in Madison, New Jersey. Robert has been in the financial industry since November 21, 1991. Robert has passed the Series 7, Series 63, SIE, and Series 72 exams. Robert has been registered with the state of New Jersey as an investment advisor representative since March 22, 2021. Robert has experience working with clients in a variety of areas, including charitable organizations, high-net-worth individuals, pooled investment vehicles, and corporations or other businesses. Robert specializes in portfolio management for individuals and businesses.
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.
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
NJ
03/22/2021 - Present
Transcend Capital Advisors, LLC (MADISON NJ)
NJ
08/23/2013 - 03/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
01/21/2005 - 08/27/2013
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
NY
02/23/1994 - 01/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/23/1992 - 02/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/18/1991 - 01/01/1993
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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