Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Castellani is a registered representative with Lincoln Investment. Robert has been working in the financial services industry since 2010, and holds a Series 66 license. Robert's background includes roles at several companies, including RSM US LLP, Ryan LLC, and PricewaterhouseCoopers LLP. Robert is also a Certified Personal Trainer and coaches group fitness classes.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
01/17/2025 - Present
Lincoln Investment (Scottsdale AZ)
Active
Inactive
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