Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Recchia is a financial professional with over 30 years of experience in the financial services industry. Robert has held various roles at prominent firms, including LPL Financial, Equico Securities, and Pensionmark Securities. Robert currently holds a Registered Representative (Series 7, Series 63, and Series 24) licenses and is an Investment Advisor Representative for World Investment Advisors, LLC. Robert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Robert's primary focus is on helping clients reach their financial goals by providing personalized advice and customized investment strategies.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/17/2024 - Present
World Investment Advisors, LLC (San Diego CA)
CA
09/01/2017 - 12/31/2019
PENSIONMARK SECURITIES, LLC (Poway CA)
CA
12/28/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Poway CA)
CA
04/04/1994 - 01/21/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
NY
10/20/1980 - 04/06/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/10/1974 - 04/06/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1974
Series 1 - Registered Representative Examination
Active
Inactive
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