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 Zappitelli is an investment advisor representative at Avantax Advisory Services. Robert has been in the financial industry since 2014. Robert holds the Series 66, Series 63, Series 7TO, and SIE licenses. Robert also is a licensed agent for Avantax Advisory Services and is registered in Ohio. In addition to working at Avantax, Robert also works as a statutory agent for ZAPP 5 INC, owner of RAZ II ENTERPRISES LLC, and Registered Rep for ZAPPITELLI WEALTH ADVISORS.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
09/18/2023 - Present
Avantax Advisory Services (Concord OH)
BOTH
Issued 09/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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