Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Evans Lorelli is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been in the financial services industry since 1994 and has worked at several firms throughout their career. Robert is a Certified Financial Planner and has held various licenses and registrations throughout their career.
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.
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
NC
02/23/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
MN
05/21/2018 - 01/06/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
07/09/2003 - 05/01/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
IA
10/06/2000 - 09/12/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NC
05/29/1996 - 07/21/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
09/19/1994 - 05/28/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
09/14/1992 - 09/19/1994
CHEMICAL SECURITIES, INC. (NEW YORK NY)
MA
04/07/1990 - 04/17/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/07/1990 - 04/17/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
02/16/1990 - 04/11/1990
VANDERBILT SECURITIES, INC.
NA
01/26/1990 - 04/11/1990
VANDERBILT SECURITIES, INC.
NA
01/24/1989 - 02/15/1990
J. T. MORAN & CO., INC.
BC
Issued 10/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/11/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/1995
Series 4 - Registered Options Principal Examination
BC
Issued 04/12/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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