Unclaimed
Robert C. Papa is an Investment Advisor Representative with Seia, and has been in the financial industry since October 3, 1996. Robert C. Papa specializes in working with High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, Individuals Other Than High Net Worth and Charitable Organizations. Robert C. Papa works out of Seia's Tysons Corner, VA office location. Robert C. Papa is also registered with the state of Virginia. Robert C. Papa has earned the Certified Financial Planner designation. In addition to Seia, Robert C. Papa has previously worked for OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., CHARLES SCHWAB & CO., INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, ROBERT W. BAIRD & CO. INCORPORATED, H&R BLOCK FINANCIAL ADVISORS, INC., and BILTMORE SECURITIES, INC.
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.
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.
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
VA
11/09/2018 - Present
Seia (Tysons Corner VA)
VA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (TYSONS CORNER VA)
VA
11/02/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (TYSONS CORNER VA)
MD
06/30/2003 - 07/25/2014
CHARLES SCHWAB & CO., INC. (BETHESDA MD)
WI
01/01/2002 - 07/09/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/05/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MI
09/19/1996 - 11/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
FL
06/27/1996 - 08/21/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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