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Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Co. Robert has been in the industry since 1998. Robert is registered with the state of New Jersey and has Series 6, Series 63, Series 65, and SIE licenses. Robert specializes in providing financial planning services to individuals and families, businesses and corporations, and charitable organizations. Robert also provides portfolio management services. Robert is a valuable resource for his clients, and he has a proven track record of success.
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.
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
NJ
08/27/2024 - Present
Prosperity - AN Eisneramper Co. (ISELIN NJ)
NY
03/06/2009 - 06/12/2015
MMA SECURITIES LLC (NEW YORK NY)
NJ
02/01/2003 - 02/25/2009
DIVERSIFIED INVESTORS SECURITIES CORP. (PARAMUS NJ)
CA
04/24/2000 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NJ
09/28/1998 - 04/05/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 08/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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