Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Pesce is a financial advisor with Raymond James & Associates, Inc. with over 15 years of experience in the industry. Robert has a strong track record of providing personalized financial guidance and investment solutions to individuals and families. Robert specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Robert has a Series 7, Series 63, and Series 65 license and is registered in multiple states. He is dedicated to providing his clients with the highest level of service 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
FL
12/02/2020 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
FL
08/13/2008 - 01/22/2015
THE GMS GROUP, LLC (BOCA RATON FL)
IA
Issued 04/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative 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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