Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Antonacci is an investment advisor representative at LPL Financial LLC, located in Liverpool, NY. Robert has been working in the financial services industry since January 10, 2021, and has held previous roles at Cadaret, Grant & Co., Inc. and AXA Advisors, LLC. Robert holds Series 7TO, Series 63, and Series 65 licenses. Robert is registered with the state of New York as both a broker-dealer and investment advisor representative. Robert also offers non-variable insurance products.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
01/22/2025 - Present
LPL Financial LLC (LIVERPOOL NY)
NY
06/22/2021 - 07/10/2023
CADARET, GRANT & CO., INC. (LIVERPOOL NY)
NY
01/02/2020 - 06/11/2020
AXA ADVISORS, LLC (SYRACUSE NY)
IA
Issued 08/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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