Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert d.? Claim Your ProfileRobert d. Vascellaro is a financial professional with over 35 years of experience in the industry. Robert d. is currently registered with UBS Financial Services Inc., a firm with over 11,000 registered representatives and more than $700 billion in assets under management. Robert d. has a wide range of experience, including investment company products, variable contracts, and securities. Robert d. is licensed to operate in New Jersey and New York.
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.
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.
See schedule d - miscellaneous
1
2
NJ
04/12/1988 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
06/19/2014 - 10/05/2018
UBS SECURITIES LLC (NEW YORK NY)
NA
05/08/1986 - 05/28/1987
THE DREYFUS SERVICE CORPORATION
BC
Issued 11/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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