Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pisaneschi is a financial professional with over 12 years of experience in the industry. Robert is currently registered with Wells Fargo Clearing Services, LLC and provides services to a wide range of clients, including individuals, businesses, corporations, institutions and charitable organizations. Robert has held previous positions at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Robert has a strong background in various financial products and services, including investment advisory, financial planning, and securities trading.
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.
1
2
FL
07/17/2023 - Present
Wells Fargo Clearing Services, LLC (BELLEAIR BLUFFS FL)
FL
11/11/2021 - 01/30/2023
WELLS FARGO CLEARING SERVICES, LLC (BELLEAIR BLUFFS FL)
FL
04/01/2019 - 09/21/2021
J.P. MORGAN SECURITIES LLC (CLEARWATER FL)
FL
07/08/2014 - 04/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
MO
02/24/2014 - 06/05/2014
EDWARD JONES (ST. LOUIS MO)
FL
10/01/2012 - 02/28/2014
J.P. MORGAN SECURITIES LLC (CLEARWATER FL)
NY
06/17/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CENTER MORICHES NY)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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