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 Martinelli is a registered representative with Stonex Advisors Inc. Robert has been in the securities industry since 2015. Robert is licensed to provide investment advice in Pennsylvania. Stonex Advisors Inc. is a Registered Investment Adviser with the SEC. The firm provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm also provides financial planning and portfolio management services. The firm's main office is located in Birmingham, Alabama.
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.
Financial consulting services
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
AL
08/26/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
PA
07/12/2019 - 03/10/2021
LION STREET FINANCIAL, LLC (SOUTHAMPTON PA)
PA
11/17/2016 - 07/25/2017
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
02/12/2015 - 11/25/2015
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 05/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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