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 Piccirilli is an investment advisor representative with Captrust. Robert has been in the industry since 1997 and has a wide range of experience in the financial services industry. Robert is registered in Florida and North Carolina and holds Series 3, 7, 63, and 65 licenses. Robert previously worked at Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Robert has a strong background in financial planning, portfolio management, and pension consulting. Robert is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/14/2017 - Present
Captrust (Tampa FL)
FL
05/18/2007 - 06/12/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
12/20/2000 - 05/18/2007
WACHOVIA SECURITIES, LLC (TAMPA FL)
NJ
09/03/1997 - 01/10/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1997
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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