Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Lombri is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been in the financial industry since 1999 and has a strong track record of success in providing personalized financial advice to clients. Robert has experience in a variety of financial services, including portfolio management, financial planning, and investment consulting. Robert is committed to providing clients with the highest level of service and expertise. Robert is registered to provide financial advice in several states, including New York, Texas, and others.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
02/22/2023 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
08/16/2022 - 03/08/2023
MORGAN STANLEY (Garden City NY)
NY
02/24/2017 - 08/10/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY NY)
NY
03/16/2009 - 05/13/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/20/2002 - 04/11/2007
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
12/22/2000 - 04/11/2007
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
NE
06/19/1997 - 10/30/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
03/04/1996 - 08/06/1996
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
12/15/1995 - 03/06/1996
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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