Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frank D'alessandro is a financial advisor associated with Janney Montgomery Scott LLC. Robert has been in the industry for over 1 year and holds multiple industry credentials, including the Series 63, Series 79TO, and SIE exams. Robert is registered in Massachusetts as a broker. Robert specializes in providing financial advice to individuals, businesses, and charitable organizations. Robert's experience and expertise make him a valuable resource for clients seeking financial guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MA
05/28/2024 - Present
Janney Montgomery Scott LLC (Boston MA)
MA
03/11/2024 - 06/19/2024
TM CAPITAL LLC (BOSTON MA)
BC
Issued 01/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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