Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Venezia is a financial advisor with Steelpeak Wealth, LLC, based in Woodland Hills, CA. Robert has over 30 years of experience in the financial services industry. Robert has a wide range of experience, including working for firms like First Union Securities, Inc., Linsco/Private Ledger Corp., and Prudential Securities Incorporated. Robert is licensed to provide investment advice in California and Nevada.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
08/03/2023 - Present
Steelpeak Wealth, LLC (Henderson NV)
CA
05/02/2002 - 05/08/2002
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
MO
07/23/1997 - 04/22/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
SC
08/06/1996 - 07/30/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/16/1987 - 08/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/02/1985 - 03/20/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
11/15/1983 - 01/09/1985
DEAN WITTER REYNOLDS INC.
NA
08/24/1983 - 11/22/1983
THE SEIDLER COMPANIES INCORPORATED
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1990
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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