Unclaimed
Robert Leppert is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with PNC Capital Markets LLC and is licensed to sell securities in all 50 states and Puerto Rico. Robert has previously held positions at RRZ Public Markets, Inc. and American Express Financial Advisors Inc. Robert holds the Series 7, 53, and 63 securities licenses. Robert has a proven track record of success in helping clients 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.
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.
1
2
PA
11/17/1997 - Present
PNC Capital Markets LLC (PITTSBURGH PA)
PA
08/07/1997 - 12/08/1997
RRZ PUBLIC MARKETS, INC. (CRANBERRY TWP PA)
PA
11/22/1989 - 08/07/1997
RRZ PUBLIC MARKETS, INC. (PITTSBURGH PA)
NA
03/22/1988 - 09/20/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 03/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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