Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fabrizio is a financial advisor with over 20 years of experience in the industry. He is currently registered with Newedge Advisors, where he provides wealth management, retirement planning and investment portfolio management services to individuals, families, and businesses. Prior to joining Newedge Advisors, Robert worked as a Senior Vice President at UBS Financial Services Inc. in Erie, PA. Robert holds Series 63 and Series 65 licenses and also holds a Series 7 and SIE license. He provides services to clients in California, Colorado, Illinois, Indiana, New Jersey, New York, Ohio, Pennsylvania, Texas, Washington and West Virginia.
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.
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.
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LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
PA
12/07/1999 - 11/08/2018
UBS FINANCIAL SERVICES INC. (ERIE PA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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