Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Agusta is a financial advisor with Raymond James & Associates, Inc. Robert's experience in the financial services industry spans over 10 years and includes experience at E*TRADE SECURITIES LLC. Robert holds several licenses and certifications, including Series 7TO, Series 63, and Series 66. He is also registered with the state of Georgia as both a broker-dealer and an investment advisor representative. Robert is committed to providing comprehensive financial planning services, including portfolio management, retirement planning, and education planning. He is dedicated to building long-term relationships with clients and helping them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
02/13/2023 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
06/03/2021 - 02/16/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 11/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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