Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Cannella is a financial advisor registered with LPL Financial LLC. Robert has been in the financial industry since 1997. Robert holds the Series 7, 24, 31 and 66 securities licenses and the SIE. Robert's current employment is with LPL Financial LLC in MEADOW VISTA, CA. Robert previously worked at MORGAN STANLEY DW INC. and PRUDENTIAL-BACHE SECURITIES 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
11/10/2005 - Present
LPL Financial LLC (MEADOW VISTA CA)
NY
08/03/2001 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
09/01/1984 - 12/01/1988
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 05/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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