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 Piazza is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2005. Prior to joining Raymond James Financial Services Advisors, Inc., Robert was registered with Raymond James & Associates, Inc. Robert has held licenses with several other firms, including Smith Barney Inc., Lehman Brothers Inc., Hazlett, Burt & Watson, Inc. and Pruco Securities Corporation. Robert has experience working with various client types including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Robert holds multiple licenses including Series 7, 6, 63, 65, 9, and 10. Robert is also a partner in the firm Robinson, Piazza, & Jones LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (DUBLIN OH)
FL
06/16/1998 - 01/10/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
10/24/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
07/31/1993 - 11/03/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
02/16/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/23/1985 - 02/21/1989
HAZLETT, BURT & WATSON, INC.
NA
05/28/1985 - 10/15/1985
PRUCO SECURITIES CORPORATION
IA
Issued 01/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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