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 Pizzitola is a financial advisor registered with LPL Financial LLC in La Porte, TX. Robert Charles Pizzitola has been working in the financial industry since March 27, 1994. Robert Charles Pizzitola has passed the Series 63, Series 65, Series 7 and SIE exams. Robert Charles Pizzitola also has experience with IMS Securities, Inc. and UBS Financial Services Inc.. Robert Charles Pizzitola is an active advisor.
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.
Consulting and other non-discretionary advisory services
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
TX
08/15/2016 - Present
LPL Financial LLC (LA PORTE TX)
TX
03/31/2006 - 08/15/2016
IMS SECURITIES, INC. (LA PORTE TX)
NJ
03/28/1994 - 04/27/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 04/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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