Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ivano Fragasso is a financial advisor with over 30 years of experience in the industry. Robert is the Chairman & CEO of Fragasso Financial Advisors. Robert is also a Registered Investment Advisor and an Independent Insurance Agent. Prior to joining Fragasso Financial Advisors, Robert worked at LPL Financial LLC and Private Client Services, LLC. Robert provides a variety of financial services to individual, corporate, and institutional clients. Robert specializes in financial planning, portfolio management, and pension consulting. Robert holds the Series 63, 65, 7, 51, 24 and SIE licenses and is registered to provide investment advice in Pennsylvania and Texas.
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.
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.
1
2
PA
07/17/2018 - Present
Fragasso Financial Advisors (McMurray PA)
PA
08/02/2018 - 12/10/2021
PRIVATE CLIENT SERVICES, LLC (Pittsburgh PA)
PA
02/21/1996 - 08/02/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
NY
07/31/1993 - 02/29/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
11/12/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/29/1985 - 09/26/1986
BUTCHER & SINGER INC.
NA
06/30/1975 - 12/23/1979
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
09/08/1972 - 07/12/1975
CSM MUNICIPAL SECURITIES CORPORATION
IA
Issued 06/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 08/28/1972
Series 000 - General Securities Principal Examination
BC
Issued 08/28/1972
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Robert Fragasso is the right advisor for you? Invested Better is here to help.
