Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Giannini is a financial advisor with over 50 years of experience in the industry. Robert has been registered with Raymond James Financial Services Advisors, Inc. since 2012 and is also the Managing Director of Southport Financial Group LLC, a support company. Robert's expertise spans several areas, including financial planning, portfolio management for individuals and businesses, and pension consulting. He has passed numerous industry exams, including the Series 7, Series 9, Series 10, and Series 63. Robert's client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. He is dedicated to providing personalized and comprehensive financial advice to help clients 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
09/06/2017 - Present
Raymond James Financial Services Advisors, Inc. (SOUTHPORT CT)
CT
01/01/2008 - 07/10/2012
WELLS FARGO ADVISORS, LLC (WESTPORT CT)
CT
08/18/1976 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SOUTHPORT CT)
NA
11/15/1975 - 10/02/1976
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
12/02/1968 - 07/27/1973
BLYTH EASTMAN DILLON & CO. INCORPORATED
BC
Issued 05/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1977
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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