Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Graham Pitt is an investment advisor representative with Raymond James Financial Services Advisors, Inc., working out of their Shelby, NC office. Robert has been active in the financial services industry since 1983. Robert has a background in the financial industry and has successfully passed various industry exams, including Series 63, Series 24, Series 31, and Series 7 exams. He has also achieved registration status with the states of Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, West Virginia, and Wyoming, as well as with FINRA. Robert specializes in various financial service offerings, including portfolio management for individuals and businesses, pension consulting, and financial planning. Robert has experience working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SHELBY NC)
NJ
01/09/1989 - 12/05/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/21/1983 - 09/06/1988
EDWARD D. JONES & CO., L.P.
BC
Issued 08/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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