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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Everett Ciullo is a financial advisor with Mariner Independent, a firm that provides financial planning, portfolio management for individuals and businesses, and pension consulting. Robert has been in the industry since 1982. Robert has a background in securities and investment advisory services, and holds a Series 7, 6, 24, 26, and 66 licenses. Robert is a Chartered Financial Consultant.
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.
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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NC
04/01/2024 - Present
Mariner Independent (Oak Island NC)
IL
09/09/2022 - 12/06/2022
TRIAD ADVISORS LLC (Deerfield IL)
VA
08/03/2007 - 08/09/2017
CHARLES SCHWAB & CO., INC. (VIENNA VA)
VA
11/03/2004 - 06/22/2006
CHARLES SCHWAB & CO., INC. (VIENNA VA)
NJ
10/18/2000 - 11/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
10/01/2000 - 10/12/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/11/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
07/28/1998 - 12/07/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
05/25/1982 - 08/27/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/25/1982 - 08/27/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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