Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Iola is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Kestra Advisory Services, LLC in both New Jersey and Texas. Robert is a Chartered Financial Consultant and offers a range of services, including financial planning, portfolio management, and selection of other advisors. Robert is also a Managing Member of YKW-HOLE PROPERTIES LLC, a real estate firm. Prior to joining Kestra, Robert was with Commonwealth Financial Network and Summit Equities, Inc.
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.
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2
NJ
07/27/2023 - Present
Kestra Advisory Services, LLC (Raritan NJ)
NJ
01/06/2014 - 10/17/2017
COMMONWEALTH FINANCIAL NETWORK (RARITAN NJ)
NJ
01/02/2004 - 01/06/2014
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IN
06/01/1998 - 01/06/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/21/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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