Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ferreira is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Tiaa-Cref Individual & Institutional Services, LLC in Pennsylvania and is also registered with the state of Pennsylvania as an Investment Advisor Representative. Previously, Robert was associated with Citizens Securities, Inc. and PNC Investments. Robert holds the Series 66, Series 7 and SIE licenses and is also a registered representative with FINRA. Robert is a specialist in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. Robert is also registered as an Investment Advisor Representative in 13 other states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
03/22/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
PA
07/12/2013 - 01/08/2018
CITIZENS SECURITIES, INC. (BROOMALL PA)
PA
02/08/2011 - 07/02/2013
PNC INVESTMENTS (BLUE BELL PA)
PA
01/20/2010 - 12/06/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
12/19/2007 - 10/26/2009
WELLS FARGO ADVISORS, LLC (RADNOR PA)
BOTH
Issued 03/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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