Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Competiello is a financial advisor at Edward Jones. Robert has been in the financial services industry since 1994 and has a broad range of experience, having worked with several firms including T3 Trading Group, LLC and ACS Execution Services, LLC. Robert has earned numerous licenses and certifications including Series 63, 66, and 7. Robert is registered to provide advisory services in Colorado, Connecticut, Florida, Georgia, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin. Robert specializes in helping individual investors, businesses, retirement plans, and charities reach 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
02/13/2025 - Present
Edward Jones (MADISON NJ)
NY
02/02/2018 - 10/29/2018
T3 TRADING GROUP, LLC (NEW YORK NY)
NJ
10/27/2017 - 01/25/2018
ACS EXECUTION SERVICES, LLC (Red Bank NJ)
NY
11/21/2016 - 10/20/2017
MAXIM GROUP LLC (NEW YORK NY)
NJ
08/22/2016 - 11/16/2016
ACS EXECUTION SERVICES, LLC (RED BANK NJ)
NJ
07/02/2012 - 10/15/2014
KCG AMERICAS LLC (JERSEY CITY NJ)
NJ
02/26/2004 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NY
01/05/1993 - 03/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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