Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Velardi is a financial advisor who has been in the industry since 1988. Robert is currently registered with Osaic Institutions, Inc. and is licensed to provide financial advice in Connecticut, Florida, Massachusetts, North Carolina, and South Carolina. Robert specializes in providing financial planning, portfolio management, and educational seminars. Robert has experience working with a variety of clients, including individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
12/18/2013 - Present
Osaic Institutions, Inc. (Hamden CT)
CT
04/06/2010 - 12/26/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (NORTH HAVEN CT)
CT
11/17/2009 - 03/05/2010
TD WEALTH MANAGEMENT SERVICES INC. (NORTH HAVEN CT)
CT
05/02/2006 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (HAMDEN CT)
CA
10/04/2005 - 05/04/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CT
08/02/2000 - 02/16/2005
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CA
11/04/1998 - 07/17/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
01/02/1997 - 10/20/1998
FIS SECURITIES, INC. (BOSTON MA)
IN
04/08/1996 - 12/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
MA
03/13/1990 - 06/14/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/13/1990 - 06/14/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
02/17/1987 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/09/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Velardi is the right advisor for you? Invested Better is here to help.
