Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Paventi is a financial advisor with over 25 years of experience in the financial services industry. Robert is currently registered with Santander Securities LLC in Staten Island, NY. Prior to joining Santander Securities LLC, Robert was affiliated with LPL FINANCIAL LLC, CHASE INVESTMENT SERVICES CORP., HSBC SECURITIES (USA) INC., NEW ENGLAND SECURITIES and PRUCO SECURITIES, LLC.. Robert holds the Series 6, 7, 63 and 65 licenses. Robert specializes in providing financial planning services, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/19/2021 - Present
Santander Securities LLC (STATEN ISLAND NY)
NY
11/10/2011 - 09/19/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
04/08/2010 - 09/29/2011
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
NY
08/17/2007 - 03/19/2010
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
02/22/2007 - 05/11/2007
NEW ENGLAND SECURITIES (UNIONDALE NY)
NY
11/28/1994 - 01/09/2007
PRUCO SECURITIES, LLC. (UNIONDALE NY)
NJ
04/27/1994 - 06/24/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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